Steven Cox
President at Providence Financial Advisors, LLC
- Role
- President at Providence Financial Advisors, Llc
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
About Steven Cox
Investment advisor serving individuals and small businesses. Services include financial planning, investment management and retirement plans for small business. Focus on developing customize solutions for clients to help them meet their financial goals. Currently able to accept clients who are Missouri or Kansas residents.Specialties: Chartered Financial Analyst (CFA)
Experience
President
Providence Financial Advisors, Llc
Feb 2003 — Present
Education
Southwest Baptist University
Bachelor of Arts, Business and Religion
1978 — 1982
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Etfs
- Retirement
- Strategic Financial Planning
- Investment Management
- Wealth Management
- Equities
- Personal Finance
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Small Business
- Asset Managment
- Investments
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