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BC
Brad Cox
Partner at Cox Financial Group Ltd.
Seasoned partner in retirement planning and wealth management with 42 years of experience
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Location
Lethbridge, Alberta, Canada, CA
Languages
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English Native or bilingual proficiency
Skills
- Disability Insurance
- Retirement Planning
- Estate Planning
- Coaching
- Strategic Planning
- Show all
Bio
Generated by
Topline AI
Brad Cox is a seasoned partner at Cox Financial Group Ltd., where he has been a driving force in retirement planning, estate planning, and wealth management for over four decades. With a strong educational background in business from the University of North Dakota, Cox has honed his expertise in strategic financial planning, team building, and coaching. His native English proficiency and Chartered Financial Consultant (Ch.F.C.) and Chartered Life Underwriter (CLU) designations have earned him a reputation as a trusted advisor in the financial services industry.
Credentials
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Chartered Financial Consultant (Ch.F.C.)
Advocis -
Chartered Life Underwriter (CLU)
Advocis
Experience
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Partner
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Sep 1981 - Present
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Education
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1976 - 1980University of North Dakota
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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