Steven Cox Email & Phone Number
Co-founder, Private Wealth Advisor @ SDP Personalized Planning
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Steven Cox Location
- Salt Lake City, UT, US
Steven Cox Work
- Co-founder, Private Wealth Advisor @ (May 2019 - Present)
- Financial Services Associate and Operations Manager and Branch Technology Specialist @ Scott D. Phillips, CFP® (August 2016 - May 2019)
- Sales Representative @ (May 2015 - August 2016)
Steven Cox Education
- Utah Valley University
Personal Financial Planning
2020-2023 - Salt Lake Community College
Associate of Science - AS (Business)
2019-2020 - University of Utah
Bioengineering and Biomedical Engineering
2015-2017 - West Virginia University
Aerospace & Mechanical Engineering
2011-2015
Steven Cox Skills
- Comprehensive Financial Planning
- Retirement Income Planning
- Goals-based Planning
- Wealth Management
- Business & Tax Planning
- Insurance
- Annuities
- Retirement Planning
- Budget & Cashflow Planning
- Alternative Investments
Steven Cox Summary
- Steven Cox, based in Salt Lake City, UT, US, is currently a Co-founder, Private Wealth Advisor at SDP Personalized Planning. Steven Cox brings experience from previous roles at Scott D. Phillips, CFP® and Vivint Smart Home. Steven Cox holds a 2020 - 2023 Personal Financial Planning @ Utah Valley University. With a robust skill set that includes Comprehensive Financial Planning, Retirement Income Planning, Goals-based Planning, Wealth Management, Business & Tax Planning and more. Steven Cox has 2 emails on RocketReach.
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Top SDP Personalized Planning Employees
Steven Cox
Co-founder, Private Wealth Advisor
Salt Lake City, UT, US
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