James Cox is a Wealth Advisor with significant experience honed during his eleven years in the financial services industry. Prior to his time with the Retirement Planning Group, James successfully provided wealth management counseling with a focus on retirement planning, tax planning strategies, and estate planning with The Ayco Company, a Goldman Sachs Company.
James earned his MBA from SUNY Albany and a Bachelor of Science in Management from Syracuse University with a concentration in Finance and Marketing. James currently holds his Series 7 and Series 66 licenses. He is also a Certified Financial Planner (CFP®), Behavioral Financial Advisor (BFA™️), and Chartered Financial Consultant (ChFC®).
James and his wife Julie are active members of the Saratoga Springs community. They have three sons, Jackson, Declan, and Beckett.