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Click to go back to Money Matters Panel |
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Elizabeth
Cox,
CFP®,CDFA™ |
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Cox
Financial Services, LLC |
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Phone:
203-221-5099, ext 106
Email:
elizabeth@coxfinancialservices.com |
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Elizabeth Cox, CFP®, is a Certified Financial Planner 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. |
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Elizabeth has more than 20 years of financial experience
including 4 years as an independent financial advisor with Raymond James |
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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 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. |
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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. |
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Professional Memberships:
Director, Pro Bono, Financial Planning Association Fairfield County
Chapter; Co-Chair, Professional Women’s Alliance of Connecticut;
Institute for Divorce Financial Analysts; Board member, Association of
Divorce Financial Planners. |
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