Melissa A. Cox,  CFP<sup>&reg;</sup> - Financial Advisor

Melissa A. Cox, CFP®

Financial Consultant

Fetterman Investments

12720 Hillcrest Rd, Suite 980
Dallas, TX 75230
FINANCIAL ADVISOR'S WEBSITE
(972) 233-1120 CONNECT WITH Melissa
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General

Melissa Cox is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Fetterman Investments in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - College Funding and Student Loan Advisor (CFSLA) , Chartered Special Needs Consultant (ChSNC)

Insurance Licenses

  • Life insurance: TX, OK, UT
  • Health/disability insurance: TX
  • Fixed annuities: TX, UT
  • Variable annuities: TX, UT

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Asset Allocation, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Special Needs, Women's Finances

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