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Renee Cohen, CFP®.

Renee Cohen, Founder & Financial Planner, Nexa Wealth

Founder & Financial Planner, Nexa Wealth

Nexa Wealth Planning

Meet Renee — a financial planner who is rewriting the rules of wealth-building for ambitious women and entrepreneurs. As the Founder of Nexa Wealth Planning and a CERTIFIED FINANCIAL PLANNER™ professional, Renee blends over a decade of expertise with a personal mission: to make financial confidence accessible for women navigating their next big chapter.

Her journey began in New York, where a passion for sports turned into a successful career in sports media. But Renee’s true calling emerged when she realized a significant gap in the financial world: successful women like herself were building wealth but lacked the strategies to manage it effectively. That realization sparked her transition into financial planning, where she developed the Nexa Wealth Framework — a personalized approach that helps clients gain clarity, take control, and create strategies that align with their goals.

Whether it is creating a lasting legacy or achieving a work-optional lifestyle, Renee is passionate about guiding women toward the freedom to live life on their own terms.

Based in Los Angeles with her partner, Jamaal, and their dog, Sophie, Renee is also an advocate for gender equality, working with organizations including The Bold Collective and the XX Project to make an impact beyond finance.

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No cost, no obligation — we work out whether we are the right people for what you are trying to do, and tell you plainly if we are not.

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