• Laura Wilcox, CFP, MSNeighbor

  • Greendale, WI

I am an advisor and advocate for women preparing for or already dealing with the death of a partner, divorce, disability, retirement, caregiving, moving to a care facility, marriage or career change.   Besides working with women one-on-one, I offer free educational workshops designed to help women begin the process of thinking about and planning for life’s transitions.

Having survived several challenging transitions of my own, I now share what I have learned with other women.  I am the co-chair for the Pro Bono activities of the Financial Planning Association of Southern Wisconsin, President of the Greendale Public Library Foundation board and a proud mother, foster mother and foster grandmother.

I have a Masters Degree in Personal Finance from the College for Financial Planning in Denver, Colorado.  I have been a CFP® practitioner for more than 20 years.  For more information, visit my website:  www.laurawilcox.info

Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge Investment Research, Inc. and Wilcox Financial Advisors, SC are not affiliated.

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