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Elizabeth Cox ADFA®, CDFA®, CFP®, CPA
Cox Financial Services
191 Post Road West |
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Elizabeth Cox, CFP®, EA is a CERTIFIED FINANCIAL PLANNER™ professional and principal of Cox Financial Services, LLC (CFS), a fee only financial planning and Registered Investment Advisory firm in Westport, Connecticut. Elizabeth provides clients with a broad range of financial services including personal financial planning, pre- and post-divorce financial analysis, investment advice and portfolio analysis, and retirement and tax planning. Elizabeth is trained as a divorce and marital mediator and as a financial specialist in the Collaborative Divorce process. Elizabeth has more than 20 years of financial experience including 4 years as an independent financial advisor with Raymond James Financial Services and 12 years of international bond and equity trading on Wall Street. She was formerly director of International Sales Trading at Deutsche Bank Securities in New York and head of the Latin American Sales Trading Desk at ING Baring Securities in New York. Elizabeth brings to her practice a deep commitment to helping clients every step of the way to achieve financial strength and independence throughout life transitions. She is a board member and pro bono director for the Financial Planning Association (Fairfield County Chapter), Co-Chair of the Professional Women’s Alliance of Connecticut (www.pwa-ct.org) and board member and co-director of the Association of Divorce Financial Planners (CT chapter). CFS is a member of the internationally recognized Garrett Planning Network, which provides their clients with access to the expertise and resources of over 300 financial planners. Like Garrett, CFS is committed to the “fee-only” philosophy, which means that they do not sell financial products and have no alliances with companies that do, and they neither accept nor pay commissions or referral fees for the services they provide. CFS believes that this independence, with a sole focus on the needs of their clients, is an important factor in choosing a trusted financial advisor. Professional and academic qualifications: CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst® (CDFA®); MIA, International Finance (full merit scholarship), Columbia University, New York, New York; B.A (cum laude), Middlebury College, Middlebury, Vermont. Licenses: Series 66, Life, Accident and Health Insurance. Professional Memberships: Former Director, Pro Bono, Financial Planning Association Fairfield County Chapter; Institute for Divorce Financial Analysts™; Member, Association of Divorce Financial Planners. CFP®,CERTIFIED FINANCIAL PLANNER{tm} and federally registered CFP®{with flame logo} are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. |
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800.875.1760
