Alyx M. Cox

Financial Advisor at Kaizerman & Associates

Role
Financial Advisor at Kaizerman & Associates
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Advisor

    Kaizerman & Associates

    Jan 2018 — Present

    Fee Based Financial Planning Firm focused on planning concerns for those age 50+, which includes retirement plan distribution strategies, long term care planning, income and estate tax issues. We develop and implement comprehensive written financial plans aimed at aligning our clients, goals resources and behaviors.

Education

  • Southern Methodist University

    Bachelor of Arts, Corporate Communications and Public Affairs, Advertising, Spanish

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Alyx M. Cox — Financial Advisor at Kaizerman & Associates in Boston, MA, US | Unifers