Joan B. Cox, CFP, CRPC Updated:10/2013

Joan is the Senior Financial Advisor at Personal Financial Advisors. Joan has a wealth of industry experience, a passion for financial planning, and for serving her clients. She started in the financial services industry in 1984 at American Express Financial Advisors and in 2002 moved over to SagePoint Financial (formerly SunAmerica and AIG Financial Advisors) to be able to offer her clients a larger range of services.

Joan's work includes comprehensive planning for individuals to determine cash flow needs, forecasting future income needs, tax, accumulation, retirement, insurance and estate planning as well as charitable giving. She enjoys working with clients to individualize solutions for their financial concerns, and especially with clients who are in transition. Her clients appreciate her direct approach and the empathy she brings to her role. She especially likes coordinating with estate planning attorneys to assist clients with their estate issues.

She earned her Bachelor of Arts degree from the University of Minnesota in 1976. In 1987, she received the Certified Financial Planner designation. In 2001, she earned the additional designation of Chartered Retirement Planning Counselor. She was a former president of the Association of Employee Benefit Planners in New Orleans. She also served on the board of the local chapter of the IAFP (now the Financial Planning Association).

Joan Cox is a native of Louisiana and has resided in Mandeville since 1987. She and her husband Greg have a son and daughter. In her free time she enjoys listening to jazz, big band, funk and 60s music, especially live. She loves to travel.

Contact Joan B. Cox, CFP, CRPC

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Contact Joan B. Cox, CFP, CRPC

Personal Financial Advisors, LLC
100 Tyler Square #6
P.O. Box 3730
Covington, LA  70433
Phone: (985) 898-0450
Fax: (985) 635-4660

Service Area

Services provided in:
  • Jefferson Parish, Louisiana
  • Lafourche Parish, Louisiana
  • Livingston Parish, Louisiana
  • Orleans Parish, Louisiana
  • Plaquemines Parish, Louisiana
  • Saint Bernard Parish, Louisiana
  • Saint Charles Parish, Louisiana
  • Saint Helena Parish, Louisiana
  • Saint James Parish, Louisiana
  • Saint Tammany Parish, Louisiana
  • St John the Baptist Parish, Louisiana
  • Tangipahoa Parish, Louisiana
  • Terrebonne Parish, Louisiana
  • Washington Parish, Louisiana