Elizabeth Cox
MA,CDFA™
CERTIFIED FINANCIAL PLANNER™

“Plan for your future because that’s where you’re going to spend the rest of your life.”
- Mark Twain

About Us

 

I bring more than 20 years experience in the financial world including 4 years as a financial advisor with Raymond James Financial Services and 12 years of international bond and equity trading on Wall Street. I have been a director of such prestigious organizations as Deutsche Bank and ING Securities.

 

Now I focus my expertise on the individual - YOU.

 

I founded Cox Financial Services, LLC (CFS), a fee-only financial planning and Registered Investment Advisory firm in Westport, Connecticut, to empower our clients to make the best financial decisions possible by providing competent, as-needed financial planning advice.

 

So if you want advice, but perhaps not just investment advice, or if you want an objective perspective on budgeting, retirement and/or tax planning, you've come to the right place.

 

As a Certified Financial Planner (CFP™), I have obtained the highest level of certification in personal financial planning. In addition, I am a Certified Divorce Financial Analyst (CFDA™)  and am trained as a divorce and marital mediator and as a financial specialist in the Collaborative Divorce process. I hold a Master's Degree in International Finance from Columbia University.

 

My professional and academic qualifications include: 

 

  • CERTIFIED FINANCIAL PLANNER™ certification

  • Certified Divorce Financial Analyst (CDFA™) 

  • MIA, International Finance (full merit scholarship), Columbia University, New York, New York

  • B.A (cum laude), Middlebury College, Middlebury, Vermont 

  • Licenses: Series 66, Life, Accident and Health Insurance


 

I am proud to be affiliated with these fine organizations:

 

Garrett Planning Network 

 

Financial Planning Association

 

Association of Divorce Financial Planners

 

Mom'sRising

 

In addition, I volunteer my expertise to the Financial Planning Association, Pro Bono, where I work with individuals and families of limited resources to help them plan for a brighter future.

 

Check out my blog: 

www.ourmoneyourselves.com. 


Privacy Policy

All written content on this site is for information purposes only. Cox Financial Services, LLC is a Registered Investment Advisor providing fee-only investment advice and guidance, and full-service financial planning. The firm is registered with the State of Connecticut Department of Banking. Our place of business is 191 Post Road West, Westport CT 06880. The information in this web site is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publishers, and host are not providing legal, accounting, or tax advice, or advice specific to your situation. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness.The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Connecticut. We are legally empowered to provide financial advisory services only to residents of Connecticut and on a very limited basis to individuals in some other states.

ncial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.