Richard L. Cox Sr., CFP^®, QFP, ChFC, CLU, MFP, AEP

Chief Investment Manager

Started his financial services career in 1976, He has earned the prestigious CERTIFIED FINANCIAL PLANNER™ (CFP^®) certification from the Certified Financial Planner Board of Standards, Washington, DC, and the Qualified Financial Planner (QFP) designation from the International Association of Qualified Financial Planners, Beverly Hills, CA. He has also earned the Chartered Financial Consultant (ChFC^®) and the Chartered Life Underwriter (CLU^®) desigantions from the American College, Bryn Mawr, PA. 

Richard has also been recognized as a Fellow of the American Academy of Financial Management of Metairie, LA and has been awarded the Board Certified designation of Master Financial Professional™ (MFP^™) by the Academy. He has also been recognized as an Accredited Estate Planner (AEP) by the National Association of Estate Planners & Councils, Cleveland, OH.

He is a current member of the following Industry Associations; the Financial Planning Association (FPA), the International Association of Qualified Financial Planners (IAQFP), the National Society of Accountants (NSA), the Estate Planning Council of Chattanooga (EPCC), The American Academy of Financial Management (AAFM), Kingdom Advisors Network (KAN), The Financial Services Institute (FSI), and the Society of Financial Service Professionals (SFSP)

Mr. Cox is a Registered Principal of FSC Securities Corporation (FSC) where he  served on the FSC Field Advisory Board (1995-2001). He is also an outside consultant to many financial services firms, and a contributing author to trade journals that service the financial planning industry nationwide.

Mr. Cox has served on the Board of Directors of  The Society of Financial Service Professionals, Chattanooga Chapter (President 2005-2006) (SFSP) he served on the board of Chattanooga Matters (Formerly Chattanooga Resource Foundation) as Board Chairman, Treasurer and on the Executive Committee (2001-2007) (CRF), he also served on the national board of the International Association of Qualified Financial Planners as Membership & Member Resources Chair (IAQFP) (2003-2004) and on the board of the Spirit of America Foundation (SOA)(1999-2003).

Mr. Cox is a well-known and respected author and contributing writer with local articles distributed through “The Chattanooga Times Free Press”, “Woman’s Way Magazine” and “Commercial Network Magazine”. He is a highly sought after speaker on a wide range of financial subjects, and for over seven years was host of The Advisor Answer ^© a local call-in radio program on talk radio 102.3 FM.  Richard L. Cox Sr. is also a featured financial advisor in Boomerater's Chattanooga financial advisor directory.

 CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.