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Philip C
CFP®, Series 63, Series 65
Atlanta, GA
Bluestone Wealth Planning, LLC
Philip Cox Jr. is a CFP® with 26 years of industry experience, currently serving as the sole advisor at Bluestone Wealth Planning, LLC in Atlanta, GA since 2013. He previously worked at International Advisory Consultants Inc. and J P Turner & Company Capital Management, LLC. Bluestone Wealth Planning offers financial planning, portfolio management, and consulting services to individuals, couples, high-net-worth clients, and corporations, focusing on retirement income distribution. The firm utilizes a tactical portfolio management strategy guided by a proprietary algorithm and risk management tools, overseeing approximately $8 million in discretionary assets.
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