Jace Cox

I Help Business Owners & Families Simplify Finances, Reduce Taxes, and Grow Wealth | CFP® @ Backbone Planning Partners | 401(k) Plans Built for Your Business

Role
Associate Advisor at Backbone Planning Partners
Location
Logan, UT, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jace Cox

As a CERTIFIED FINANCIAL PLANNER™ at Backbone Planning Partners, I help business owners…

Experience

  1. Associate Advisor

    Backbone Planning Partners

    Jul 2025 — Present

    Help business owners, individuals, and families align personal and business finances to support growth, reduce tax liability, and create clear paths to financial independence- Serve as a trusted advisor to simplify complex financial decisions, offer clear next steps, and act as a sounding board during major business and life transitions- Manage 401(k) plans to reduce administrative burden, ensure compliance, and strengthen employee retention so owners can stay focused on building their business.

Education

  • Utah State University - Jon M. Huntsman School of Business

    Bachelor's degree, Finance and Economics

    2017 — 2020

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Jace Cox — Associate Advisor at Backbone Planning Partners in Logan, UT, US | Unifers