Broker Check
Doralee Cooehern

Doralee Cooehern

Senior Financial Advisor

Dora helps advise clients.  Dora is a Certified Financial Planner, professional and joined WellAcre from Park Piedmont Advisors of Chicago. Dora has a wealth of experience in this area. 

Dora grew up on an organic family farm in Wisconsin.  While growing up on the farm, she was involved in 4-H and raising cattle almost like she had her own business.  She found that she liked the problem solving and finance part of business much more than she enjoyed farming.  This led her to study business in college and earn a Bachelor’s in Business Administration from the University of Wisconsin-Whitewater in 2008 with a double major in Finance and Entrepreneurship.

She began her career working for brokerage firms and big banks.  As she gained experience, she found that she ultimately wanted to work for a fiduciary and that she has a passion for financial planning.  Dora now has over 13 years of experience in the financial industry and is a Certified Financial Planner, professional. 

When not helping individuals with their finances, she volunteers at the Alisa Ann Ruch Burn Foundation Champ Camp and enjoys running, traveling, sewing, and spending time with her niece and nephews. 

Wellacre Global Wealth Advisors, Financial Planning Consultants, Santa Monica, CA