meet

betsy

CFP®

financial consultant

golden, co

bio

Betsy Cox is a Personal Financial Management Consultant who joined intellicents in February 2019. She brings over 11 years of experience and greatest talents lie in her ability to make peace out of financial chaos.

 

She possess an extensive knowledge regarding Federal, State of Colorado, corporate retirement plans and employee benefits, which has enabled her to clearly chart the best path for her clients throughout all phases of their financial journey. Betsy’s expertise in retirement planning, asset management, tax planning, insurance analysis, and estate planning have been critical in helping clients reach their personal financial goals. She believes in the value of creating and maintaining positive relationships with each of her clients.

education & certifications

Betsy graduated with a BS from Metropolitan State University of Denver. In 2011, she earned her designation as a CERTIFIED FINANCIAL PLANNER™ practitioner from the International Board of Standards and Practices for Certified Financial Planners.


Additionally, Betsy holds the following designations and previously passed securities exams:

  • Series 7

  • Series 66

  • Colorado Life & Health Insurance License

my idea of

living the dream

Having the ability to do the things I am passionate about without worry and to provide the opportunity for others to share the same enjoyment.

dream job

this is my

I have a passion for working with the everyday American worker. I enjoy connecting with each person that graces my door to understand their needs and visions; but most importantly, empowering them to achieve their dreams.

this is how i

make it real

I live my life to the fullest by working hard and playing outdoors. I share my passion of the outdoors with my family and friends; with biking, hiking, snowboarding, fishing and running being just the top five of many on the list.

toll free  800.880.4015

Investment advisory services offered through intellicents investment solutions, an SEC registered investment adviser.

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