Rick Coen CFP®
COEN Investments, LLC is here to help those planning for retirement to relax. “Money can be so stressful. I'm providing guidance for the essential retirement questions: Will my income outlive me? - OR - Will I outlive my income?”
Commitment to people, rather than commissions, sales goals, or bureaucratic agendas is why COEN Investments, LLC is a fee-only, fiduciary, and independent planning firm. “This business model is the best way for me to put my knowledge and experience to best use. To serve, to support, and guide with absolutely no friction between what I do for clients and what I do for my own family.”
Rick’s wealth management career began in 1993 with a Wall Street-based mutual fund firm. Most recently he spent 12 years as an Investment Counselor for high-net-worth clients across the country for Ken Fisher’s firm, Fisher Investments.
On a personal note, Rick & his bride, Darcy, are lifelong Christians blessed with a 30 -year marriage and 4 kids. The family loves to hang out enjoying one another and this is what fills the off-work hours.