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Geoff Cox, Clu, Cfp, Chfc profile image

Geoff Cox, Clu, Cfp, Chfc

Partner at Cox Financial Group Ltd.
Intro Book
Financial expert with 42 years of experience in strategic planning, wealth management, and financial advisory services.
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Location
Alberta, Canada, CA
Skills
  • Strategic Planning
  • Wealth Management
  • Customer Service
  • Business Planning
  • Employee Benefits
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Bio

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Geoff Cox is a seasoned financial professional with 42 years of experience in strategic planning, wealth management, and financial advisory services. He is a Partner at Cox Financial Group Ltd. and holds certifications from the Financial Planning Standards Council (FPSC), Advocis, and the Canadian Institute of Chartered Life Underwriters (CILU).

Credentials

  • Certified Financial Planner (CFP)
    Financial Planning Standards Council (FPSC)
  • Chartered Financial Consultant (CHFC)
    Advocis
  • Chartered Life Underwriter (CLU)
    Advocis

Experience

Education

  • 1978 - 1981
    University of Alberta
  • 1977 - 1978
    The University of Lethbridge

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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