Lisa D. Fox,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa D. Fox, CFP®

Director of Financial Planning

South Texas Money Management, Ltd.

5000 Plaza on the Lake, Suite 170
Austin, TX 78746
(512) 342-2272

General

Lisa Fox is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at South Texas Money Management, Ltd. in Austin, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Investment Management, Getting Divorced, Life Planning, Retirement, Long-term Care, Women's Finances

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