Dave Coen RICP®
Dave Coen is a Registered Representative and financial advisor with SageView Advisory and the CEO of College Planning America. Developing a Financial and Retirement Plan that includes all the elements of our lives is vital to the plan’s ultimate success.
Along with his financial industry experience, he is a College Planning Specialist and has served on the advisory board of a national College Planning training organization. He works closely with individuals and families to provide them comprehensive financial planning that addresses all elements of their financial picture.
Dave has developed a comprehensive College Planning System to help both parents and students to manage their college experience in the most efficient manner possible and currently presents educational seminars at many schools.
Dave is also intimately involved with the SageView Foundation and has previously helped run a non-profit Threads Africa that worked amongst people in South Africa that are less fortunate than most of us. He has taken more than 250 people to Africa over the past 14 years to participate in this work.
Dave Coen
714.813.1703
CA Ins License #0G82578
davec@collegeplanningamerica.com
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