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Crystal Cox, CFP
Affiliate 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 financial advisor with Wealthspire Advisors, practicing in the Madison, WI area. Crystal utilizes a comprehensive approach to wealth management that ensures client portfolios are properly aligned with their risk tolerance and goals. Her priority is to build deep relationships with clients so she can communicate in ways that are relatable and clear. She values being approachable, making her a strong personal advocate for all her clients.
