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6031 Shallowford Road, Suite 109, Chattanooga, TN 37421

(423) 894-3882
info@coxwealth.com
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Our Founder

Making a positive impact on people's lives.

Richard L Cox, Sr., CFP®, CKA®

Chief Managing Member

With over four decades devoted to the financial services industry, my journey began in 1976 with the goal of making a positive impact on people's lives. Throughout my career, I've embraced continuous learning and professional growth. I proudly hold the esteemed CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards in Washington, DC. Additionally, I've earned the Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from the American College in Bryn Mawr, PA.

My dedication has been recognized through other prestigious affiliations. I am an Accredited Tax Advisor ® (ATA®) granted by the Accreditation Council for Accountancy and Taxation, Alexandria, VA and the Accredited Estate Planner® (AEP®) granted by the National Association of Estate Planners & Councils in Cleveland, OH. I also carry the designation of a Certified Kingdom Advisor™ (CKA®) granted by Kingdom Advisors, Inc., Atlanta, GA. Currently, I serve as a Registered* Principal and Advisory Supervisor of Osaic Wealth, Inc. (OSAIC) a Registered Broker Dealer and Registered Investment Advisor located in Phoenix, AZ (Member FINRA/SIPC). 

I have an active participation in industry associations which is a vital part of my journey. I'm a member of respected organizations like the Financial Planning Association (FPA), the National Society of Accountants (NSA), and more. My expertise has extended beyond as a consultant and advisory board member for firms such as Southmark Financial Services, Inc., SunAmerica Securities, Inc., FSC Securities Corporation, and American Portfolios Financial Services, Inc.

I have also been privileged to serve on various boards. From the Board of Directors of the Estate Planning Council of Chattanooga (EPCC) to leadership roles in The Society of Financial Service Professionals (SFSP) and Chattanooga Resource Foundation (Chattanooga Matters), through which I've contributed my insights to the community.

My desire is to leave this world a little better than I found it and enjoy helping others achive their goals in life.

* Registration does not indicate any level of education or experience.

Passions 

Passions 

Writing, educating, and speaking on financial matters have been ways for me to share my expertise. I've instructed classes, hosted radio programs, and been recognized as a 5 Star Ranked Advisor by Paladin Registry.

Connections

Connections

Outside of my professional endeavors, family holds a special place. My wife, Renee', and I cherish time spent with our children, grandchildren, and great-grandchildren. I indulge in classic muscle cars and find joy in ballroom dancing, a shared passion with Renee'.

Tapestry

Tapestry

My life's journey is a blend of financial dedication, family values, philanthropy, and personal pursuits. It's a privilege to make a positive impact both professionally and personally. Thank you for joining me on this journey.

Meet The Founder

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