Rick Coen, CFP® COEN Investments

About Rick Coen, CFP®

COEN Investments, LLC is here to help those planning for retirement to relax. “Money can be so stressful. We want people to have settled confidence in working with our firm and managing their money.”

Commitment to people, rather than commissions, sales goals, or bureaucratic agendas are why COEN Investments, LLC is an independent, fee-only, fiduciary planning firm. “This business model is the best way for us to put our knowledge and experience to best use. To serve, to support, and guide with absolutely no friction between what we do for our clients and what we do for our 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 28 -year marriage and 4 kids. The family loves to hang out enjoying one another and this is what fills the off-work hours.

Thank you for your interest in COEN Investments. Please reach out if we can help in any way.

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Ideal Clients

  • Gen X
  • Investment Planning & Management
  • Portfolio Management
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $750+/qtr
  • AUM: 1.35%

SEC Records

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