Gina Cohen

Financial Planning | Multigenerational Families | Female Business Owners

Role
Founder and Principal Advisor at CeriFi
Location
San Diego, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Gina Cohen

I advise individuals, multigenerational families and C-suite executives achieve their…

Experience

  1. Founder and Principal Advisor

    CeriFi

    Dec 2023 — Present · San Diego, CA, US

    Guiding clients in designing their ideal lifestyle through strategic financial planning that gets results, achieves goals, and helps clients feel empowered to move forward and make progress in whatever they are trying to accomplish. I help clients remove doubt and anxiety, feel confident and on track, and find that balance between paying down debt from the past, investing for the future, and most importantly: enjoying the present.

Education

  • University of San Diego - Knauss School of Business

    Bachelor's degree

    2013 — 2017

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Gina Cohen — Founder and Principal Advisor at CeriFi in San Diego, CA, US | Unifers