Dave Coen is a Financial Advisor based in SageView’s Newport Beach, CA headquarters.
He holds the Retirement Income Certified Planner (RICP®) designation.
He has over a decade of experience in wealth management, helping clients make informed decisions about retirement, investment, and estate planning.
As a Fiduciary, Dave focuses on helping his clients find clarity in their planning and identifying possible areas that could be improved to make their financial future and plan as efficient as possible.
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 financial planning and college planning as efficiently as possible. He also regularly presents educational seminars at local schools.
Dave has a strong business background and his quest to help families and financial integrity extend to his work with the SageView Foundation, designing programs to help the needy in Africa. As a board member of the SageView Foundation, Dave travels regularly to Africa to assist with the work being done there and has taken more than 250 people to Africa to volunteer over the past 20 years.
Dave was born in South Africa and moved to the United States in 2000. He holds the RICP (Retirement Income Certified Professional) designation.