Crystal Cox, CFP®, CRPC®

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Crystal Cox is a financial advisor based in the Madison, WI office and joined the firm in 2017. Crystal utilizes a comprehensive approach to wealth management that ensures client portfolios are properly aligned with their risk tolerance and goals. Her priority is to build deep relationships with clients so she can communicate in ways that are relatable and clear. She values being approachable, making her a strong personal advocate for all her clients.

Internally at Wealthspire, Crystal is active in the Financial Planning Committee, serves as Chair of the Diversity, Equity, Inclusion, and Belonging (DEIB) Committee, and acts as the Internship Coordinator for the Midwest.

Crystal is a frequent speaker on financial topics at industry conferences and has been quoted in Barron’s, Marketwatch, InvestmentNews, Business Insider, and AP News.

A Wisconsin native, Crystal is also very active in supporting her community, participating in organizations such as Forward Janesville, OutReach, 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℠
• 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.

*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.