Crystal Cox CFP® CDFA® » Find A Professional
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Crystal Cox, CFP® CDFA®
Affiliate Sponsor Wealthspire AdvisorsBiographical Info
Education
BBA, University of Wisconsin – Whitewater, Finance, summa cum laude
MBA, University of Wisconsin – Whitewater, summa cum laude
Certified Financial Planner™
Chartered Retirement Planning Counselor®
Certified Divorce Financial Analyst®
Series 66 license
Training
Building Blocks of Collaborative Practice, 2023
Profile
Crystal Cox is a Certified Divorce Financial Analyst® (CDFA®) and financial advisor with Wealthspire Advisors. She helps individuals navigate the financial decisions of divorce by providing personalized analysis, education, and long-term planning guidance. Rather than focusing solely on the settlement itself, Crystal helps clients understand how today’s decisions may impact their future financial security, lifestyle, and goals. Her role is to bring clarity to complex financial issues so clients can move forward with confidence and a plan for the next chapter of their lives.
