Our Qualifications

Gary I. Cox, CFP®  is a sole proprietorship and also does business as Cox Financial Consulting.

He is a CERTIFIED FINANCIAL PLANNER practitioner since 1988. This is Mr. Cox's 26th year in private practice. He started his business in January 1986.

He is the President of Cox Financial Plans, Inc. a privately held software company since July 1992.

Formal Education after High School:

Gary I. Cox, is a CERTIFIED FINANCIAL PLANNER certificant from College for Financial Planning as of March 1988.

Completed Master of Arts Degree in Management from Webster University in July 1983.

Completed Bachelor of Science Degree in Business Administration from University of Southern Colorado in August 1975.

Prior Experience:

Mr. Cox has retired from teaching in September 2003. As an educator he taught on the Adjunct Faculty of Metropolitan State College of Denver from January 1989 to September 2003, teaching Personal Financial Planning. Other curriculum taught were Finance and Accounting, Personal Money Management and Management of Financial Institutions.

President of The Lake Shore Community Association, Inc. from January 1996 to June 2000. This is a homeowners association.

Assistant Vice President/Branch Manager with Empire Savings, Building and Loan Association from January 1978 thru December 1985. Managed operation with depository base of 82 million. Received Manager of Year and Distinguished Sales Award in 1982. Processed and closed residential, commercial, construction and consumer loans.

Active duty from November 1975 to November 1977. Honorably Dischared from U.S. Army reserves in August 1981, as a First Lieutenant USAR in Armor. Stationed at Ft. Hood, Texas where he managed a live in halfway house for both drug and alcohol abusers.