Crystal Cox, MBA, CDFA®, CFP®

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Crystal Cox is a financial advisor based in the Madison, WI office and joined the firm in 2017. Taking a comprehensive and purposeful approach to wealth management, her main priority is building deep relationships while ensuring that each client’s portfolio is truly aligned with their risk tolerance and goals. She prides herself on clear, proactive, and empathetic communication and is a strong personal advocate for all her clients. While Crystal works with a variety of clients, she especially enjoys serving those who are navigating often-difficult life changes and seeks to empower them with knowledge and support as they work to achieve their goals.

Playing an instrumental part in the establishment and launch of Wealthspire’s Diversity, Equity, Inclusion, and Belonging (DEIB) Committee, Crystal began serving as Co-Chair in 2020 and has now served as Chair since 2023. She is also active on the firm’s internal Advisor Council, is a member of the NFP DEIB Advisory Board, and has participated in the firm’s Financial Planning Committee and led the Midwest’s Summer Internship Program.

Crystal is a frequent speaker on financial topics at industry conferences and has been quoted in the New York Times, NerdWallet, Barron’s, MarketWatch, InvestmentNews, Business Insider, and AP News.

A Wisconsin native, Crystal is passionate about supporting her community through her participation in organizations such as Forward Janesville, OutReach LGBTQ+ Community Center, Special Olympics, Gift of Adoption, SecureFutures, Schools of Hope, and more.

“I have always had a strong pull to giving back to my community and in taking care of people. I do financial planning for 99% of my clients because I truly believe that with a plan, we can achieve what we want in life. Helping steward people toward living with confidence, peace of mind and fulfillment is the most rewarding part of what I do.”

Previous Experience:

• Advisor at Wells Fargo
• Registered Client Service Associate at UBS Financial Services

Education & Credentials

• BBA, University of Wisconsin – Whitewater, Finance, summa cum laude
• MBA, University of Wisconsin – Whitewater, summa cum laude
• Certified Financial Planner™
• Chartered Retirement Planning Counselor℠
• Certified Divorce Financial Analyst (CDFA^®)
• Series 66 license

Community:

• Member, Forward Janesville
• OutReach
• Special Olympics
• Gift of Adoption
• SecureFutures
• Schools of Hope

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP^®, Certified Financial Planner^™, and CFP^® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CHARTERED RETIREMENT PLANNING COUNSELOR^℠ and CRPC^® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

CERTIFIED DIVORCE FINANCIAL ANALYST^® OR CDFA^® PROFESSIONALS MUST DEVELOP THEIR THEORETICAL AND PRACTICAL UNDERSTANDING AND KNOWLEDGE OF THE FINANCIAL ASPECTS OF DIVORCE BY COMPLETING A COMPREHENSIVE COURSE OF STUDY APPROVED BY THE INSTITUTE FOR DIVORCE FINANCIAL ANALYSTS. CDFA^® PROFESSIONALS MUST HAVE TWO YEARS MINIMUM EXPERIENCE IN A FINANCIAL OR LEGAL CAPACITY PRIOR TO EARNING THE RIGHT TO USE THE CDFA^® CERTIFICATION MARK.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.