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 and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.