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Michael Cox Location
New Port Richey, FL, US
Michael Cox Work
President - Coastal Bay Wealth Management; CFP, RJFS @ (May 2021 - Present)
Vice President - Investments @ (January 2012 - May 2021)
Associate Vice President @ (February 1996 - January 2012)
County Commissioner @ (November 2006 - November 2010)
Mayor @ (April 1991 - April 1993)
City Council Member @ (April 1987 - April 1991)
Michael Cox Education
University of South Florida
Certified Financial Planning (Financial Planning and Services)
2002-2004
Pinellas Technical College 1983-1985
Michael Cox Skills
Retirement Planning
Wealth Preservation Planning
Mutual Funds
Investments
Retirement
Securities
401k
Financial Advisory
Asset Allocation
Financial Risk
Alternative Investments
401k Rollovers
Retirement Plan Consulting
Investment Strategies
Wealth Management
401K Planning
Government
Assistant Director
Retirement Plan
Michael Cox Summary
Michael Cox, based in New Port Richey, FL, US, is currently a President - Coastal Bay Wealth Management; CFP, RJFS at Raymond James. Michael Cox brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley, Pasco County Government and City of Port Richey. Michael Cox holds a 2002 - 2004 Certified Financial Planning in Financial Planning and Services @ University of South Florida. With a robust skill set that includes Retirement Planning, Wealth Preservation Planning, Mutual Funds, Investments, Retirement and more. Michael Cox has 2 emails and 1 mobile phone numbers on RocketReach.
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