Joan Cox Email & Phone Number
Faculty @ Financial Transitionist Institute
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Joan Cox Location
- Mandeville, LA, US
Joan Cox Work
- Faculty @ (January 2023 - Present)
- Senior Financial Advisor @ (January 2023 - April 2026)
- Director of Advanced Planning @ (October 2020 - January 2023)
- Senior Financial Advisor @ Personal Financial Advisors (September 2012 - October 2020)
- Financial Advisor @ The Retirement Specialists (August 2002 - September 2012)
- Financial Planner @ (May 1984 - August 2002)
Joan Cox Education
- University of Minnesota
B.A. (Speech-Communication)
1974-1976 - Louisiana State University 1972-1974
Joan Cox Skills
- Retirement Planning
- Wealth Management
- Strategic Financial Planning
- Personal Finance
- Financial Services
- Employee Benefits
- Retirement
- Estate Planning
- Investments
- Public Speaking
- Fixed Annuities
- Insurance
- Mutual Funds
- Finance
- Customer Service
- Microsoft Excel
- Management
- Business Analysis
Joan Cox Summary
- Joan Cox, based in Mandeville, LA, US, is currently a Faculty at Financial Transitionist Institute®. Joan Cox brings experience from previous roles at TruWealth Advisors, LLC, Transitus Wealth Partners, Personal Financial Advisors and The Retirement Specialists. Joan Cox holds a 1974 - 1976 B.A. in Speech-Communication @ University of Minnesota. With a robust skill set that includes Retirement Planning, Wealth Management, Strategic Financial Planning, Personal Finance, Financial Services and more. Joan Cox has 1 emails and 2 mobile phone numbers on RocketReach.
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