Rick Coen

CFP®

COEN Investments, LLC

Founder / Owner

Contact Me

Rick Coen

CFP®

COEN Investments, LLC

Founder / Owner

Money is confusing. And so is getting help with it. Who can you trust? Text me to experience a personal, private, advisory solution so you can relax and enjoy your best life. - Rick Coen, CFP®

Contact Me

360-605-0411

Website

Fee-Only financial planner located in Vancouver, WA, serving clients locally and across the country virtually

Rick Coen is a Vancouver, WA fee-only financial planner. COEN Investments, LLC provides lifetime retirement income planning services to help clients replace their current income, invest smarter, and reduce taxes. As a fee-only, fiduciary, and independent financial advisor, Rick Coen is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Rick Coen is a fee-only financial advisor at COEN Investments, LLC, located in Vancouver, WA

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.

COEN Investments, LLC is an independent, fee-only, registered investment adviser. Services and advice are delivered virtually.

Virtual means you aren't wasting your time commuting to an office visit. No traffic, no smog. Why do that to the world? We'll connect with the tech already in your pocket: Call, text, email, FaceTime, Zoom.

Today you can work with a money expert conveniently. You're in control. Wherever you are. Whenever the need arises or the thought occurs.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Retirement Income Planning
  • Tax Planning Strategies
  • Investment Management

Ideal Clients

  • Retirees & Near Retirees
  • Careful Delegators
  • Independent • Private • Generous

Working Together

  • One-on-One Relationship
  • Virtual Meetings
  • No Product Sales

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Rick Coen is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

Contact Rick Coen

360-605-0411

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Office Locations:

  • Virtual Services From
    Vancouver, WA 98662

COEN Investments, LLC is an Investment Advisor registered with the State of Washington. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at 360-605-0411 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from CI with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, CoenInvestments.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

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