Nancy A. Coenen, CFP®


Nancy A. Coenen has  been a Certified Financial Planner™ practitioner since 1998 following a 20 year career as a professional dancer in New York City.  She completed her financial planning certification at NYU and holds a BFA degree from SUNY at Purchase.

Nancy specializes in providing individual financial planning that includes retirement planning, estate planning, and portfolio management. As part of a team, she and her colleagues adopt a holistic approach to designing individual portfolios that adheres to a strict risk management methodology as well as engineering for growth potential.

Nancy also provides socially responsible investment portfolios to those who are interested in this different philosophy.