Rick Coen (CFP®)

Rick Coen focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Money is confusing, COEN Investments is here to help you figure it out.

  • Investing
  • Budgeting
  • Insurance
  • College education funding
  • Estate planning
  • Retirement planning
  • Retirement income planning
  • Efficient gifting strategies

All of us could use a little help from time to time, whether that's a gentle nudge or tough love from a very direct coach. COEN Investments is here to help. Give Rick a call or send a text to 360-227-6236.

Rick Coen, CFP®

Additional Information

MEET RICK:

For over 25 years I have had the honor of helping some wonderful people with their money.

I have come to appreciate many of these people for the heroes they are. They have sacrificed, worked hard, and saved diligently over many years.

COEN Investments was created to serve as a personal finance guide to heroes just like them. They deserve to be served well with a plan that leaves them feeling confident, inspired, and secure.

Give me a call today. In just a few minutes we will be able to understand one another and if COEN Investments is a good fit for you.

I look forward to our talk.

Rick Coen, CFP®

NAPFA Start Date

July 01, 2020

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This Office

Virtual Services From Vancouver, WA 98662-3354 Phone: (360) 991-9657