Joan Cox (CFP®, CRPC®)

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

  • Charitable Giving
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Working with people who have had major life events, mostly widows and retirement.

Additional Information

Life has a way of “bumping your table” and scattering your puzzle pieces. That's when life is most challenging, and making financial decisions matters more than ever. This is also where I enjoy helping people. As the head of advanced planning at Transitus Wealth Partners, I help our clients with complex needs who are often experiencing dramatic life changes. I am part of a select number of advisors who earned the Certified Financial Transitionist® (CeFT®) designation. Have you noticed how sudden and irrevocable changes in life influence your thoughts and actions? For years, I’ve seen people struggle to make decisions when their lives were turned upside down. That’s what led me to the CeFT® program. CeFT® training helps me understand the impact of human transitions or life events. The curriculum uses science-based tools and protocols designed specifically to merge the human and technical sides of financial planning during significant life changes. I earned my B.A. from the University of Minnesota in 1976. In 1987, I received the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and in 2001 the Chartered Retirement Planning Counselor designation. I grew up in Louisiana and returned here many years ago. We live in the greater New Orleans area. I serve on the boards of a few non-profit organizations.

NAPFA Start Date

July 26, 2013


This Office

Call for an Appointment Covington, LA 70433 Phone: (985) 319-0044