As the owner of Cox Strategic Wealth, Kirk Cox is driven by the desire to help pre-retirees and retirees effectively prepare for retirement by building financial strategies focused on preservation, growth and income.
Kirk started in the financial services industry in 1990 as a mortgage consultant in Mission Viejo, California. After a few years, he realized his passion lay in assisting others in a more comprehensive financial manner. He now enjoys working closely with clients in income planning for retirement and money management. Kirk’s process ultimately focuses on preserving clients’ assets while still growing them by creating strategies that use a variety of financial vehicles in order to help them pursue their goals and objectives.
Kirk can be seen throughout Orange County in various restaurants conducting informational seminars and insurance sales presentations and has been heard on KLAA 830 AM as the co-host for Straight Talk Wealth Radio. He holds his California life and health insurance license (CA insurance license #0F19360) and has passed the Series 65 securities exam.
A California native, Kirk lives in San Clemente with Traci, his wife of more than 20 years, and their two children, Nicole and Zachary. When he isn’t supporting his children with their school activities, Kirk spends his free time snowboarding, at the lake or beach, reading or in the company of family and friends.
Email Address: kcox@brookstoneadvisor.com
Phone: (949) 888-6644
