Professional

Renee joined Northwestern Mutual in 2015. Today, she runs a successful financial planning practice in Los Angeles. Renee takes a big picture view to ensure that all of the aspects of your financial life are working in concert with one another.  From ongoing financial education, management of your investments, creating a tax-efficient strategy, proper risk management planning, & providing accountability for the steps you need to take to reach your goals, and all around planning for financial success.

Renee specializes in providing strategic, comprehensive advice to experienced & emerging executive, creative entrepreneurs and women business owners who are too busy to research customized financial strategies and quarterback their finances. 

She also often shares her unique approach by leading financial wellness programs to teach employees the importance of money management in a fun and simple way.  Custom workshop topics include:

- Having a Healthy Money Mindset

- Investment & Retirement Planning

- Maximizing Employee Benefits & Insurance Planning

- Financial Strategies for the Modern Executive

 

  

 

 

Renee Cohen

Financial Advisor

 

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