is CEO and Founder of Fox Financial Planning Network (FFPN), a company nationally known for its comprehensive set of resources that enable advisors and the institutions that serve them to increase profitability, ensure compliance and scale their businesses to grow. Fox has been a practicing financial advisor since 1984 and is known nationally for her unique approach to holistic financial planning and wealth management services as well as her specialty planning company, Fox College Funding LLC. Fox was one of the earliest adopters of moving her business into the cloud and incorporating detailed systems and web-based technology to work more efficiently, profitably and to be able to offer a higher level of service to her clients without working harder.
Fox has also been providing consulting services to financial advisors for over 20 years. She has a reputation for being able to innately assess a situation and quickly come up with effective solutions that can lead to rapid break-throughs. She possesses strong skill sets in many areas such as marketing, practice management, technology implementation and financial planning technical skills. Fox developed the FFPN system to create the ability for a firm to unite all components of their practice systems, technology, human capital and practice management.
While creating FFPN, Fox sought out to solve the industry problem concerning the lack of advisor adoption and implementation of available information, tools and technology. FFPNs offerings have successfully produced a high rate of implementation for its Network members. Under Foxs leadership, FFPN has become a standout in the industry due to the FFPN teams ability to develop unique content, methodologies and techniques that can be quickly adopted by firms for immediate results.
Fox has been recognized by the industry by being placed on the cover ofFinancial Planningmagazineand is regularly interviewed and quoted by many publications such as theWall Street Journal, Fortune, BusinessWeek, Newsweek, Forbes, Money, Fox News, Kiplingers, Financial Advisor,Investment Newsand other industry publications. Fox is regularly asked to present at FPA, AICPA and other industry conferences. Fox Financial Planning Network is based in San Diego, CA.