From sports Marketing to Financial Planner Renee Cohen is rewriting wealth-building rules for ambitious women and entrepreneurs. Her story is going to give you valuable insights into how she used her marketing background to help launch her own financial firm.
Our discussion is value-packed with marketing and industry insights but also inspirational from finding your passion, to making a pivot, and launching a new career you’re sure to gain some valuable insights
Meet Renee, a financial planner who’s rewriting wealth-building rules for ambitious women and entrepreneurs. As the Founder of Nexa Wealth Planning and a Certified Financial Planner™ (CFP®), Renee combines over a decade of expertise with a deeply personal mission: to make financial confidence accessible and achievable for women navigating their next big chapter.
Her story began in New York, where a love for sports grew into a thriving career in sports media. Renee’s true calling, however, became clear when she identified a significant gap. Successful women were building wealth but lacked a clear strategy to manage it effectively. That realization launched her into the world of financial planning, where she developed the Nexa Wealth Framework—a personalized approach that helps clients gain clarity, take control, and create financial strategies aligned with their unique goals.
Renee helps clients build financial confidence and turn their aspirations into actionable plans through her signature framework. From creating a lasting legacy to achieving a work-optional lifestyle, she’s passionate about guiding clients toward the freedom to live life on their terms.
Based in Los Angeles with her partner, Jamaal, and their dog, Sophie, Renee also advocates for gender equality through organizations like The Bold Collective and the XX Project.
Want to connect with Renee?
LinkedIn: https://www.linkedin.com/in/planningwithrenee/
Instagram: https://www.instagram.com/reneelori/
Website: http://www.nexawealthplanning.com/
More about your host Lindsey Burda
Lindsey Burda is the founder of BurdaMarketing. Where she partners with passionate business owners to help them build a strong digital presence and win more leads online.
With over a decade of experience helping Finanical pros and Lindsey left her role in corporate America as Vice President of Marketing Services to start BurdaMarketing.
Find Lindsey online at the links below:
Website: burdamarketing.com
LinkedIn: www.linkedin.com/in/lindseyburda
Instagram: https://www.instagram.com/burdamarketing