Find the Certified Financial Planner™
Who's right for you.

Joan B. Cox, CFP®, CRPC

Personal Financial Advisors

100 Tyler Square
No. 6
Covington, LA 70433
Phone: (985) 898-0450
Fax: (985) 635-4660

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.