Broker Check
Helen "Cokie" Berenyi, CFP®

Helen "Cokie" Berenyi, CFP®

Wealth Advisor (Charleston)

Cokie Berenyi has been in financial services and serving the needs of individual and institutional clients and entrepreneurs since 1996. She has a degree in Financial Management and Accounting from Clemson University and is a mother, author, business owner, financial “samurai” and Perfect Day engineer.

Cokie is the author of two books, and the founder of a non-profit; She CLIMBS. An avid mountaineer, she’s currently scaling the seven summits of the world; Cokie has already conquered Mount Elbrus in Russia, Mount Kilimanjaro in Africa, Mount Aconcagua in Argentina, Mount Denali in Alaska and for 2020 plans to climb Mount Everest in Nepal.

Cokie is right- sizing Wall Street one client at a time and inspires investors and entrepreneurs at-large with her vision and storytelling of her many experiences leading clients through the financial and work-life-balance maze.