Randy Fox CFP®, AEP®

Randy Fox CFP®, AEP®

Randy Fox, CFP®, AEP® is a nationally known wealth strategist, philanthropic estate planner, educator and speaker. He has dedicated his career to helping individuals, professional advisors, charitable institutions and planned giving organizations “do well while doing good.” He joins Cooper  on the podcast to discuss a wide range of financial planning topics. Concepts like Pooled Income Funds (PIFs), art succession planning and tax conscious asset management for HNW families.

 

 

 

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