Kimberly Cox (CFP®, MBA)

Kimberly Cox focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Kim has her BS in Finance from Virginia Tech and an MBA from Duke University.  Kim joined West Financial Services in April 1998 and her responsibilites include financial planning, personal CFO and family office services, investment management and managing the operations of the firm.  Kim's investment experience includes positions in the treasury, finance and investment departments of both private and public companies.  She was also president of an independent firm providing financial and investment consulting to small corporations.

Additional Information

Kim is a past board member of Enterprise Federal Savings & Loan and the American Youth Fitness Foundation.  She is a current member of the Financial Planning Association (FPA), the National Assocation of Female Executives and the National Association of University Women.

NAPFA Start Date

November 26, 2002


This Office

2010 Corporate Rdg Ste 530 McLean, VA 22102-7853 Phone: (703) 847-2500 Fax: (703) 847-5050