Robert Cox
Partner and Private Wealth Advisor at Continuum Wealth Partners- Claim this Profile
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Bio
Credentials
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Accredited Estate Planner (AEP)
American College -
Chartered Advisor for Senior Living (CASL)
American College -
Chartered Financial Consultant (ChFC)
The American College of Financial Services -
Retirement Income Certified Planner (RICP)
The American College of Financial Services -
Wealth Management Certified Professional
The American College of Financial Services
Experience
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Continuum Wealth Partners
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United States
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Financial Services
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1 - 100 Employee
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Partner and Private Wealth Advisor
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Jan 2021 - Present
Our highly credentialed planning team is built to provide our clients with the peace of mind that we are here for them and their families well into the future. We work best with busy, well-intentioned professionals that want to ensure financial security for their families and businesses, yet know they need objective guidance and accountability. Clients value our partnership in the creation and implementation of tailored strategies that lead to the financial outcomes that impact their lives. Our highly credentialed planning team is built to provide our clients with the peace of mind that we are here for them and their families well into the future. We work best with busy, well-intentioned professionals that want to ensure financial security for their families and businesses, yet know they need objective guidance and accountability. Clients value our partnership in the creation and implementation of tailored strategies that lead to the financial outcomes that impact their lives.
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Northwestern Mutual Financial Network
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United States
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Insurance
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1 - 100 Employee
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Wealth Management Advisor
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Jan 1995 - Present
I specialize in retirement income planning, asset or income protection strategies, managing the impact of taxes on an overall financial plan, aligning investment goals with individual risk tolerance, legacy and estate planning, and defensive planning including life and disability and long term care. I specialize in retirement income planning, asset or income protection strategies, managing the impact of taxes on an overall financial plan, aligning investment goals with individual risk tolerance, legacy and estate planning, and defensive planning including life and disability and long term care.
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Education
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Old Dominion University
Bachelor's degree, MIS and Finance -
1990 - 1992
Strayer University
MBA, Finance and Financial Management Services -
2012 - 2012
The American College
AEP - Accredited Estate Planner, Estate Planning -
2000 - 2005
The American College of Financial Services
ChFC, Chartered Financial Consultant -
1987 - 1990
Old Dominion University - College of Business and Public Administration
Bachelor of Science (B.S.), MIS and Finance
Community
