William Cox (BBA, CFP®, CPA/PFS, MBA)
William Cox focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Work experience
Over 25 years in public accounting servicing the needs of various clients.
Four years in the management of a bank trust department with approximately $300 million in assets.
Management of local business with receipts of approximately $10 million.
NAPFA Start Date
April 05, 2000