Dave Coen is a Financial Advisor based in SageView’s Irvine, CA headquarters. He has over a decade of experience in wealth management, helping clients make informed decisions about retirement, investment 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 efficiently as possible. 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 10 years, Dave has taken more than 250 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.