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Headshot of Cindi Ritcey Fox
Headshot of Cindi Fox

Cindi Ritcey Fox

Financial Adviser

Providing financial wellness to individuals, families & corporations

Click here to schedule an appointment

As business professional, you have your own career and personal goals. And the financial decisions you make can have a long-lasting impact. You need a financial advisor by your side so you don’t have to make those decisions alone. Someone who’s committed to taking care of you today, tomorrow and into the next generation. Backed by a team of experts that includes attorneys, certified public accountants, and investment specialists, the process starts with understanding and evaluating your needs and assessing the current economic landscape. We will customize a full breadth of comprehensive financial strategies to help guide you through everything from protecting your family or business, preparing for retirement, establishing investments and leaving a legacy. We’ll call on all of our resources to help you. Call or e-mail to get started.

CA License #0D11091

Disclosure

Cynthia Fox is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0D11091), CO, FL, ID, IN, MI, MN, OH, TN, and WI. No insurance business may be conducted outside the states referenced.

Cynthia Fox is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1760 American Dr Ste 105, Neenah, WI, 54956, 920-882-1830. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, IN, MI, MN, TN, TX, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Cynthia Fox is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, FL, IN, MI, MN, TN, TX, VA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Ken Pearson is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CO, FL, IL, MA, MN, NC, NM, NY, OH, TN, TX, WA and WI. No insurance business may be conducted outside the state referenced.

FINANCIAL WELLNESS PARTNERS, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither FINANCIAL WELLNESS PARTNERS, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.