Andrew Fox, Cfp® Email & Phone Number

*Pension and 401(k) strategies*Stock option planning*Social Security maximization*Portfolio design, construction and maintenance*Retirement income and nest egg longevity planningHow does the old saying go? "Find something you love to do and you'll never work a day in your life." I love helping pre and post retirees make smart decisions with their money and will enjoy the challenge of piecing together all the various components of your financial life into a well coordinated thoughtful plan.I take my role as my client's fiduciary financial advisor very seriously. There is an apropos term in the investing world (from Warren Buffet I believe) that goes like this, "Successful investing is simple, but not easy." My version of this is that I am far more a "people manager" than I am a "money manager." Of course I take great care ensuring your investments are managed to my precise and exacting standards but the real heavy lifting in my job comes in helping you manage your very real and powerful human emotions that if unchecked when markets are unnerving can sometimes lead to fatal financial mistakes.I am married and live in Wilton, CT with my wife. We have two adult daughters.If you'd like to explore more about ways I can help you craft a great financial future perhaps we can connect for 15 minutes of "virtual" coffee.Copy and paste this link to schedule https://calendly.com/arfox or call (914) 761-1639.Copy and paste this link to view the firm's website disclosure:https://www.foxfinancialservices.com/disclosures/

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  Colgate University

  Economics