History
Dave Coen is a Financial Advisor based in SageView's Irvine, CA headquarters. He has over a decade of experience in Wealth Management and College Planning, helping clients make informed decisions about retirement, investment, college, and estate planning. In addition to retirement planning, Dave is also a college planning specialist, having developed a comprehensive College Planning System to help both parents and students manage their finances and college experience as efficient as possible, saving thousands of dollars. He also regularly presents educational seminars at local schools. His strong work ethic, team building, sales, and client development skills extend to his work with the SageView Foundation, designing programs to help the needy in Africa. Over the past 21 years, Dave has taken hundreds of people to Africa to volunteer. Dave was born in South Africa and moved to the United States in 2000. He holds the RICP (Retirement Income Certified Professional) designation.
Specialties
Financial Planning AND College Planning without sacrificing your retirement. Just because your student is leaving the nest, doesn't mean they have to take your nest egg with them. Save thousands of dollars with proper planning for college, making the process as efficient as possible. Ensuring that we have a PLAN for BOTH College and Retirement