Elisabeth Hickox, CIMA®, CPWA®, AIF®, CPFA®

Elisabeth Hickox, CIMA®, CPWA®, AIF®, CPFA®, has a diverse work experience spanning several industries and roles. Elisabeth started their career as a NASDAQ Trading Assistant at Nash, Weish Securities in 1983 and then moved to Thomson McKinnon Securities as a Fixed Income Trading Assistant from 1985 to 1988. In 1991, they joined Herzog Heine Geduld as a NASDAQ Equities Trader and later transitioned to the role of Institutional Sales from 1999 to 2002.

In 2008, Elisabeth joined GPS Investment Advisors, LLC. as a Retirement Plan Administrator for three years before transitioning to Wells Fargo Advisors in 2011 as a Financial Advisor and Retirement Plan Specialist. Elisabeth held this position for five years before joining Core Financial Partners in 2016, where they currently serve as a Financial Advisor and Retirement Plan Specialist.

Alongside their financial career, Elisabeth has also expanded their expertise into coaching, working as a Coach for USA Triathlon since 2020. Elisabeth brings a wealth of experience and knowledge to their roles, utilizing their CIMA®, CPWA®, AIF®, and CPFA® certifications to provide quality financial advisory services and guidance in retirement planning.

Elisabeth Hickox, CIMA®, CPWA®, AIF®, CPFA®, has a diverse education history. In 2014, they completed the Certified Investment Management Analyst program from The Wharton School. Elisabeth also holds a degree from Fordham University, though the specific details are not provided. Additionally, Elisabeth has completed the Certified Private Wealth Advisor Program from the Yale School of Management. In terms of additional certifications, they obtained the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute in October 2014. Elisabeth will receive the Certified Private Wealth Advisor (CPWA) certification from the same institution in November 2022. Elisabeth also has the Accredited Investment Fiduciary (AIF) designation, though the specific details of its completion are not mentioned. Lastly, they have pursued the Chartered Retirement Plans Specialist certification from the College For Financial Planning, but information regarding completion is not provided.