Beverly Cox

CFP at Scf Securities, Inc. in Gig Harbor, WA


See Important Disclosures at: I help people with money and life issues. You can be single, married, divorced, widowed, business owner or employees. I'm a listener. A knowledgeable, long time, well trained one. I work in person and virtually. If I'm not already licensed in your state, I can be. Our conversations are deep, truthful, trusting, and get to the heart of the matter, whatever it is. I am a Certified Financial Planner. That title results in a way of thinking; an approach to any financial issue with a view to the 'whole' picture as well as a fundamental responsibility to act as a fiduciary. While you may want advice on one aspect of your life, be that budget, debt, cash flow, retirement, investments, income, insurance, college, estate planning, each area intersects so my brain always goes to that big picture and how whatever we're doing may fit or impact your life. I can advise and assist in all these areas and more.

2507 88th St. Ct Nw in Gig Harbor, WA 98332
Languages: English
Year started: 1987


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