Latoya Maddox, Mba, Cfp ®

Latoya Maddox, Mba, Cfp ® Email and Phone Number

Certified Financial Planner, Educator, and Speaker at Infinity Financial LLC @ Infinity Financial LLC
Latoya Maddox, Mba, Cfp ®'s Location
Atlanta, Georgia, United States, United States
Latoya Maddox, Mba, Cfp ®'s Contact Details

Latoya Maddox, Mba, Cfp ® personal email

n/a
About Latoya Maddox, Mba, Cfp ®

With over 20 years of experience in financial services, my passion lies in helping individuals and businesses achieve their financial goals. As a teacher at heart, I create easy-to-understand roadmaps that guide my clients towards success. Don't let your financial aspirations remain a fantasy without a plan - let me help you turn them into reality.

Latoya Maddox, Mba, Cfp ®'s Current Company Details
Infinity Financial LLC

Infinity Financial Llc

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Certified Financial Planner, Educator, and Speaker at Infinity Financial LLC
Latoya Maddox, Mba, Cfp ® Work Experience Details
  • Infinity Financial Llc
    Chief Executive Officer
    Infinity Financial Llc Dec 2005 - Present
    I believe that good financial decisions don't have to be confusing. I can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.Specialties: Investment Management, Insurance, Retirement Planning, and Comprehensive Financial PlanningServices offered: Comprehensive financial planning Investment Management Income tax preparation and planning Cash flow and budgeting for individuals and businesses Additional consulting based on clients needs
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  • Phoenix Associates
    Chief Operating Officer
    Phoenix Associates Apr 2015 - Present
    Marietta, Georgia, Us
    My role is to help Phoenix Associates to achieve their vision of providing the personal, professional, and experienced insurance counsel that our clients deserve and have come to expect. In addition to managing internal priorities and resources, I am responsible for creating and implementing sales, marketing, and client relations strategies.
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  • Phoenix Associates
    Financial Consultant
    Phoenix Associates May 1997 - Present
    Marietta, Georgia, Us
     Marketing of individual and group health products, life insurance, disability, and long term care insurance  Evaluation of coverage based on the client needs and objectives
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  • Rs Thomas Training Associates, Inc
    Instructor
    Rs Thomas Training Associates, Inc Aug 2007 - Present
    Train agents to pass the state Life, Accident, and Sickness insurance exam
  • Oglethorpe Univ. Atlanta Ga
    Instructor
    Oglethorpe Univ. Atlanta Ga Aug 2009 - Jan 2014
    Teach Risk Management and Insurance Planning in the Financial Planning Department.
  • Travelers Insurance
    Assistant Audit Processor
    Travelers Insurance Jan 1996 - May 1997
    New York, Ny, Us
    Processed workers compensation audit for small employers.
    View

Latoya Maddox, Mba, Cfp ® Skills

Insurance Retirement Planning Finance Life Insurance Strategic Financial Planning Investments Employee Benefits Financial Planning Financial Services Disability Insurance Budgets Health Insurance Marketing Small Business Fixed Annuities Wealth Management Risk Management Workers Compensation Personal Finance Long Term Care Mutual Funds Retirement Underwriting Investment Management Management Budgeting Leadership Financial Advisory Estate Planning Strategic Planning Goal Setting Financial Planners Behavioral Finance Public Speaking Long Term Care Securities Investment Advisory Long Term Care Insurance

Latoya Maddox, Mba, Cfp ® Education Details

  • United Way Vip Alumni
    United Way Vip Alumni
  • Georgia State University - J. Mack Robinson College Of Business
    Georgia State University - J. Mack Robinson College Of Business
    Master Of Business Administration (M.B.A.)
  • Georgia State University
    Georgia State University
    Pre-Law And African American Studies
  • Crete-Monee High School
    Crete-Monee High School

Frequently Asked Questions about Latoya Maddox, Mba, Cfp ®

What company does Latoya Maddox, Mba, Cfp ® work for?

Latoya Maddox, Mba, Cfp ® works for Infinity Financial Llc

What is Latoya Maddox, Mba, Cfp ®'s role at the current company?

Latoya Maddox, Mba, Cfp ®'s current role is Certified Financial Planner, Educator, and Speaker at Infinity Financial LLC.

What is Latoya Maddox, Mba, Cfp ®'s email address?

Latoya Maddox, Mba, Cfp ®'s email address is lm****@****nce.net

What schools did Latoya Maddox, Mba, Cfp ® attend?

Latoya Maddox, Mba, Cfp ® attended United Way Vip Alumni, Georgia State University - J. Mack Robinson College Of Business, Georgia State University, Crete-Monee High School.

What are some of Latoya Maddox, Mba, Cfp ®'s interests?

Latoya Maddox, Mba, Cfp ® has interest in Personal Finance, Investing, Politics, Economic Empowerment, Education, Reading, My Pets, Exercising, Travel, Arts And Culture.

What skills is Latoya Maddox, Mba, Cfp ® known for?

Latoya Maddox, Mba, Cfp ® has skills like Insurance, Retirement Planning, Finance, Life Insurance, Strategic Financial Planning, Investments, Employee Benefits, Financial Planning, Financial Services, Disability Insurance, Budgets, Health Insurance.

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