Rick Coen

CFP®

COEN Investments, LLC

Founder / Owner

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®

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 comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. 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 want to help people own their money, rather than allowing it to own them.”

Commitment to people, rather than commissions, sales goals, or bureaucratic agendas are 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 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 I can help in any way.

Rick Coen is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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. That's convenient. That's COEN Investments.

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management

Ideal Clients

  • Retirees and Near Retirees
  • Sudden Money Situations
  • Novice Investors

Working Together

  • Virtual Meetings
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Rick Coen is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Rick Coen is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • 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.

  • Kinder Institute
    Rick Coen Has Received Training at the The Kinder Institute of Life Planning

    The Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.

Contact Rick Coen

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Office Locations:

  • Virtual Services From
    Vancouver, WA 98662

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