Designing Work-Optional Lifestyles for Women & Couples with Dynamic Financial Plans | Financial Consultant for Executives & Business Owners in Sports & Tech | Financial Wellness Speaker

Somewhere between building a career, managing a household, and making a thousand decisions a week, your financial life got complicated. And nobody handed you a manual.

By most measures you're doing everything right. But there's this voice in the background that doesn't quite go away. Am I leaving money on the table somewhere? Do I even know what I don't know? 

You have accounts, maybe an advisor, maybe a spreadsheet you keep meaning to update, but nobody has ever looked at how it all fits together. And that's the part that bothers you most.

You could spend hours researching it yourself. A lot of women do. But you have a hundred other things that actually need your attention.

That's where I come in.

I'm Renee Cohen, CFP® and founder of Nexa Wealth. I work with women in their 40s and 50s and their families who plan alongside them who are ready to stop guessing and start knowing that nothing is falling through the cracks.

I don't hand you a plan and disappear. We work together as life keeps moving - through decisions as they come up and priorities as they shift. Because a financial plan that sits in a drawer isn't really a plan. It's a document.

You don't have to become an expert. But you will understand every decision we make and why. Being in control doesn't mean doing it alone. It means having the right person in your corner.  My clients come to me carrying a lot of uncertainty. What changes isn't that their life gets simpler. It's that they finally have direction and someone to think it through with.

If any of this sounds familiar, I'd love to talk. Reach me here or at nexawealthplanning.com.

Not ready to talk yet? I put together a short guide called The Financial Blind Spot Blueprint — it's a good place to start if you want to see where the gaps might be. You can grab it in my featured section.

Renee Cohen, CFP®

🚀Award-winning company builder | Sales Professional | Speaker | Investor

Jozef has 26 years experience as an Award-winning company builder, business leader, contract and partnership closer, investor, and start-up advisor. A serial Entrepreneur with 3 successful exits at founder level. EMEA and US market entry specialist. 

🎫 Executive Business Development: Demonstrated excellence in negotiating and closing high-value sales, backed by a proven track record of closing multiple multi-million contracts and partnerships globally. 

📈 Strategic Leadership: A results-driven professional with an exceptional ability to forge and maintain strong internal and external relationships.

👫 Exceptional Relationship Management: Outstanding skills in relationship management, communications, presentation, and networking.

📊 Product Strategy & Development: Expertise in analyzing and developing both professional and consumer product roadmaps, and crafting effective product sales strategies for the EMEA and US markets.

💸 Extensive Investment Experience: Experience in securing investment for own business as well as investing privately in seed to series B. Helping and advising other companies in capital raising with over $100M raised to date.

🏆 Award-Winning Innovator: Multiple awards for innovative ventures, including Rock.IT, WeatherSys, Tactical Voter, Toothpick, and Booxscale.

💡 Diverse Industry Experience: Extensive senior-level experience across a wide range of sectors, including Media, Robotics, Utilities, Agriculture, Oil & Gas, Plastics & Chemical, Weather, Healthcare, Sports & Entertainment, AI, Sustainable Fashion, and Mega/ Smart City infrastructure projects.

🍀 Specialties: Pioneering Technologies, Sales & Business Development, Market Assessment, Booking & Ordering Platforms, Capital Markets, Private Equity, Investments, Artificial Intelligence, and Machine Learning | B2G | B2B | B2C | D2C 🌎 EMEA, and the USA.

Jozef Wallis

Well done Jeffrey Green. Lots of friendly faces. Nothing beats a Jeff Green PE & Familly Office drinks bash in February. I promise to make the next one. Dont forget to take Jeff up on the "Next Gen" offer or make a referral to get an invite. Pay it forwards >>>>>>

Global Investor & Private Equity Sales. Fairer for all. Angel Investor. Speaker Event Host & Presenter.

“The best night of the year so far” 
“Thank you for organising a fantastic night.”
 “You are an exceptional collector of humans”
“Thank you so much for a fab night! Great crew!”

Just some of the comments following our Monthly Private Equity & Family Office Drinks in Mayfair. 

This isn’t a random networking event – from the outset, these evenings have been intentionally curated — the people invited into the room, the mix of senior decision-makers and next-gen talent, and the calibre and ambition throughout.

But what really makes it work is the culture: open, collaborative, supportive. Conversations turn into connections, and connections turn into opportunities. 

And the bigger purpose matters: we’re opening doors that can feel closed to some people — especially those without family connections, the “right” school, or a straightforward route into investing. 

That’s why we reserve places for next-generation talent — young people who are hungry to build a career in private markets. I’m serious about my promise to help change the face of investing — and I won’t be making the final decision alone – a brilliant panel supports the selection of next-gen attendees.

How to apply for next-gen place: LinkedIn message + CV only.

To be considered, you must be:

18–28 years old

Based anywhere in the UK or Ireland

Determined to break into Private Equity / private markets

Talented (not necessarily “top of the class” — potential and mindset matter)

Able to think differently, analyse, and bring ideas

From a socially disadvantaged background (as you define it)

Willing to do a short Zoom verification with a parent/guardian/employer

If you know someone who should be in this room, please share this post and encourage them to apply — we run these events regularly, and we’re always looking for the next wave of talent.

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The Battle

Renee Cohen, CFP®

Jozef Wallis

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taplio

The Battle

Renee Cohen, CFP®

Jozef Wallis

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Jozef Wallis's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreJozef Wallis's LinkedIn Performance