Dennis Coon, CFP®
Founder and Advisor of Transcend Wealth, LLC.
Becoming financially independent and secure does not occur by accident. Instead it is achieved through careful planning and thoughtful execution of a plan. With the financial world becoming more and more complex, consumers are being asked to shoulder more of the burden.
Education is the foundation that can help you confidently make intelligent decisions regarding your financial plan and future.
Education is the foundation that can help you confidently make intelligent decisions regarding your financial plan and future.
For over eighteen years, Dennis Coon has been helping individuals plan and prepare for their financial future. His philosophy has always been to help people reach their goals with the least amount of risk possible.
Experience
- 2018-Present:
President; Transcend Wealth, LLC. - 2010-2017:
Financial Advisor; Hill Financial Group - 2008-2009:
Financial Consultant; AXA Advisors. - 2006-2008:
Financial Advisor; UBS Wealth Management. - 2003-2006:
Financial Consultant; AXA Advisors.
Education/Designations
Education:
University of Missouri-Saint Louis; Finance, Business Administration, Bachelor of Science.
Designations:
CERTIFIED FINANCIAL PLANNERTM
Want to learn more?
Call
(216) 236-1106
Visit
27600 Chagrin Blvd 445
Woodmere, OH 44122