Background
Joining Millennium Advisory Services, a HUB International Company, in 2022, Coleman Fox, CFP®, brings a dynamic blend of skills honed as a former football player at Virginia Tech, where he earned a Bachelor of Science in Business-Finance with a concentration in Financial Planning. Coleman excels in skillfully guiding participants through the intricacies of retirement planning and navigating the complexities of the financial planning process. Committed to advancing communication and education services to enhance retirement awareness and engagement, he collaborates closely with institutional leadership. Moreover, Coleman is dedicated to providing unwavering support to participants, not only during their initial steps but throughout their ongoing financial journeys.
CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. which it authorizes use of by individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
- Executive Benefit Consulting