Joan B. Cox,  CFP<sup>&reg;</sup> - Financial Advisor

Joan B. Cox, CFP®

CRPC®, CeFT®

Senior Financial Advisor

Personal Financial Advisors

100 Tyler Square, Suite 6
Covington, LA 70433
FINANCIAL ADVISOR'S WEBSITE
(985) 898-0450

General

Joan Cox is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Personal Financial Advisors in Covington, LA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC, CeFT

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Job Loss, Insurance, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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