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

Lisa D. Fox, CFP®

Principal, Financial Advisor

CAPTRUST

115 Wild Basin Road, Suite 225
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 CAPTRUST 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 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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