Renee Cohen

Financial Advisor

"When You Plan, You Bring Purpose to Your Life" 

You deserve to work with someone who cares. Renee partners with her clients as their personal CFO to provides strategic and comprehensive advice to dream courageously and live with purpose. Through strategic solutions and tax-efficient planning, Renee and her team empowers people to align their intentions with what brings them meaning, fulfillment and success. 
Renee's approach to financial advice is rooted in an expansive knowledge as well as a belief in a personal relationship with each of her clients, serving as their champion, educator, and mentor through every step of their financial journey. 
Renee works with collegiate administrators & coaches, executives within the sports and media industries, attorneys, and business owners across the country.  She also often shares her unique approach by leading corporate financial wellness workshops.

 

 

 


 


Planning For Financial Security With Northwestern Mutual


The Business Corner  

If you own or operate a business, Renee Cohen recommends the following articles:

Click here for additional resources. 

Business Markets Stratey mapWith a focused expertise on the business owner, Renee Cohen can provide guidance for any stage of your business:

 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Your Guide to Money Management: Budgeting, Debt Management and Starting Your Financial Plan

Learn how to build the foundation of a financial plan that helps you reach your goals. Download now.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck