Fred S. Cox III, CLU®, AIF®
Vice President, Wealth Advisor
Fred has lived in the Spokane area since 1971 when his family moved from Connecticut. He graduated from Washington State University in 1980 with a BA in Economics and immediately began his career in the financial services industry. In 1985, he obtained his Certified Life Underwriter (CLU®) designation from The American College of Financial Services. Fred has extensive experience in various aspects of financial planning including individual investment accounts, employer sponsored retirement plans, variable and fixed annuities, life and disability insurance, and estate planning, Fred has successfully completed the FINRA Series 7 and 66 exams, registered through LPL Financial, as well as various insurance licenses in several states.
Fred lives on the North side of Spokane with his wife, Karla, and their two dogs. In his spare time, Fred enjoys playing golf and spending time with friends and family up at Priest Lake.