Personal Financial Advisors
100 Tyler Square, Suite 6
Covington, LA 70433
Joan is the Senior Financial Advisor at Personal Financial Advisors. Joan has a wealth of industry experience, a passion for financial planning, and for serving her clients through the many transitions in their lives.
Joan's work includes comprehensive planning for individuals to determine cash flow needs, forecasting future income needs, tax, accumulation, retirement, insurance and, estate planning as well as charitable giving. She enjoys working with clients to individualize solutions for their financial concerns. As a Certified Financial Transitionist® Joan understands the unique challenges of transitions, how people experience change in their lives. She helps clients actively manage that to co-create their desired outcome. This work integrates the personal side of money along with the technical side. Her clients appreciate her direct approach and the empathy she brings to her role. She likes coordinating with estate planning attorneys to assist clients with their estate issues.
Very active in the financial community, Joan has previously served on the board of the local chapter of the Financial Planning Association, was president of the Association of Employee Benefit Planners in New Orleans, and is a member of NAPFA the National Association of Personal Financial Advisors. She has taught financial literacy in a local battered women’s shelter and in schools through Junior Achievement. In the past few years, she also received the Five Star Wealth Manager award featured in New Orleans magazine. Joan has also contributed to articles in national publications.
Joan uses her financial planning background in philanthropic work. This has included advising endowment funds on investment strategies and assisting clients to create donor-advised or designated endowment funds.
She earned her Bachelor of Arts degree from the University of Minnesota in 1976. In 1987, she received the Certified Financial Planner designation. In 2001, she earned the additional designation of Chartered Retirement Planning Counselor. In 2017 she received the additional designation of Certified Financial Transitionist™ (CeFT®).
Joan Cox is a native of Louisiana She and her husband have two grown children. In her free time she enjoys listening to jazz, big band, funk and 60s music, especially live.