My Profile

Richard Cox Sr., CFP, ChFC

Cox Wealth Management, LLC

My Contact Details

Cox Wealth Management, LLC
6031 Shallowford Road, Suite 109
Chattanooga, TN
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Work: (423) 894-3882
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25-YEAR MEMBER

Richard Cox Sr., CFP, ChFC


Bio

Richard L. Cox, Sr., a native of Chattanooga, Tennessee, has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards, Washington, DC. He has also earned the Chartered Financial Consultant (ChFC®) and the Chartered Life Underwriter (CLU®) designations from the American College, Bryn Mawr, PA.

He has also been recognized as an Accredited Tax Advisor® (ATA®) By the Accreditation Council for Accountancy and Taxation, Alexandria, VA and as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils, Cleveland, OH and the Certified Kingdom Advisor® (CKA) by Kingdom Advisors, Inc., Atlanta, GA

Richard’s 40-year practice of Financial Services began with AIG in 1976, until 1984 when he founded his own independent firm Cox & Associates (now Cox Financial Centers, Inc.). In 1998 he founded Cox Wealth Management, LLC a Tax and Accounting firm to offer accounting and wealth management services to his clients.

Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC. Investment advisory services offered through American Portfolios Advisors, Inc. a SEC Registered Investment Advisor

Cox Wealth Management, LLC. is independent of American Portfolios Financial Services Inc. and American Portfolios Advisors Inc

Education

The American College
AEP
2006 To 2007

The American College
CLU
2002 To 2006

College for Financial Planning
ATA
1992 To 1995

The American College
ChFC
1984 To 1996

Areas of Specialization

  • Asset Protection
  • Bookkeeping
  • Business Sales and Purchases
  • Business Tax Planning
  • Cash Flow and Budgeting Analysis
  • College Planning
  • Comprehensive Financial Planning
  • Elder Care
  • Employee Benefits and Pension Plans
  • Estate Planning
  • Financial Services
  • General Accounting
  • Individual Tax Planning
  • Insurance Planning
  • Investment Advisory Services
  • Management Advisory Services
  • Mergers and Acquisitions
  • Retirement Planning
  • Reviews and/or Compilations