Michael Cox
Financial Advisor
Apogee Financial Partners in Atlanta, GA
It is my mission to bring peace of mind, clarity, and direction to my clients financial lives. I seek to know you and what you truly value, as this is the foundation from which we build our plan.
I was born in GA, raised on a farm in rural MN, spent some time in the U.S. Army Reserve as a paratrooper and squad leader, and dedicated close to a decade as a mechanical engineer designing and building Air Traffic Control facilities before transitioning careers. I look forward to getting to know you!
Experience
3 years
Specialties
Comprehensive Financial Planning
Wealth, Risk & Tax Strategies
Business Owner's Unique Concerns
Licenses / Certifications
Series 7
Series 66
Life, Accident and Sickness Insurance
Education
Bachelor's of Science in Mechanical Engineering - Georgia Institute of Technology
What inspired you to get into this line of work?
Personal finance, investing and planning for the future became a passion of mine early in my career as an engineer. I began studying and researching everything I could find to help improve my own life and the lives of the people around me. Years passed and I discovered that I could make a career out of helping people in this area and immediately began the process of licensing and seeking out a firm that matched my values.
What's one piece of insight you wish all families knew?
Meeting with your Financial Advisor can and should be something you look forward to. Take the time to get to know an Advisor before working with them. Make sure that their process and who they are as a person is a good fit for you. The peace of mind that comes from having an Advisor that truly knows you, your family and what you're seeking to accomplish is invaluable. When you get this relationship right, it will have a profound effect on you and those you love.
What excites you most about working with Addio families?
Families who are working with Addio are already taking action to address the need for proper planning in their lives. I love working with people who are actively engaged in improving the future for themselves and those they love. Helping them bring their vision of the future to life brings me great joy and satisfaction.
Schedule a free consultation
Connect with Michael Cox and get answers to all your planning questions.