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Founder and CFP, Alphavest, LLC
Alphavest founder and CFP with 30+ years of experience. Now focused on growing the Women in Wealth Advisory Forum to connect, support, and elevate women advisors.
The future of wealth management depends on keeping talented women in the profession. When women support one another, our clients, our firms, and our industry all become stronger.
- Helen 'Cokie' Cox
Building the Women in Wealth Advisory Forum
After more than three decades in wealth management, I've become convinced that our industry is stronger when women have a place to connect, collaborate, and support one another. The Women in Wealth Advisory Forum was created to foster those relationships, encourage mentorship, and help more women build long, fulfilling careers in finance. If you're passionate about the future of our profession, I'd love to connect.
Join the Women in Wealth Advisory ForumHelen “Cokie” Cox is the founder and CEO of Alphavest, a female-led, fee-only registered investment advisory firm built to expand access to fiduciary wealth management while creating greater opportunity for women in financial services. A financial advisor since 1996, she has spent nearly three decades helping individuals, entrepreneurs, and institutional clients navigate the intersection of money, risk, purpose, and life design. Through Alphavest and her broader platform, she advocates for a more client-centered approach to wealth that places long-term well-being alongside financial success.…
Founder and CFP
