Crystal Cox, MBA, CDFA®, CFP®

Greater Madison Area Contact Info
630 followers 500+ connections

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About

As a Financial Advisor, I enjoy making a direct and immediate impact on the lives of…

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Experience & Education

  • Wealthspire Advisors

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Licenses & Certifications

Volunteer Experience

  • Gift of Adoption Fund Graphic

    Board Member

    Gift of Adoption Fund

    - Present 4 years 1 month

    Children

    Gift of Adoption is the oldest, largest provider of adoption grants on a non-discriminatory basis. Our mission is to award grants to complete the adoption of vulnerable children - giving them a permanent family and the chance to thrive. You don't have to adopt to give a child a family! We prioritize grants for children facing what is possibly their last or only chance at adoption. This includes families who are working to unite or keep siblings together and those adopting children with critical…

    Gift of Adoption is the oldest, largest provider of adoption grants on a non-discriminatory basis. Our mission is to award grants to complete the adoption of vulnerable children - giving them a permanent family and the chance to thrive. You don't have to adopt to give a child a family! We prioritize grants for children facing what is possibly their last or only chance at adoption. This includes families who are working to unite or keep siblings together and those adopting children with critical medical conditions or kids aging out of orphanages. Our grants of up to $15,000 are awarded directly to adoption providers and are given without regard to age, race, religion, marital status or sexual orientation. Please help in furthering our cause to bring children and families together!

  • OutReach LGBT Community Center Graphic

    Secretary Board Of Directors

    OutReach LGBT Community Center

    - Present 5 years 1 month

    Civil Rights and Social Action

    OutReach is Madison and south-central Wisconsin's LGBTQ+ Community Center. Our mission is a commitment to equality and quality of life for all LGBTQ+ people through community building, health and human services, and economic, social, and racial justice advocacy. Our vision is to create a community where the presence and contributions of Lesbian, Gay, Bisexual, Transgender people are welcomed and celebrated; where intolerance is challenged and defeated; where justice prevails; and where civil…

    OutReach is Madison and south-central Wisconsin's LGBTQ+ Community Center. Our mission is a commitment to equality and quality of life for all LGBTQ+ people through community building, health and human services, and economic, social, and racial justice advocacy. Our vision is to create a community where the presence and contributions of Lesbian, Gay, Bisexual, Transgender people are welcomed and celebrated; where intolerance is challenged and defeated; where justice prevails; and where civil rights of all people are valued and respected. Please help in furthering our cause!

  • DEIB Advisory Regional Leader

    NFP

    - Present 2 years 2 months

    I am proud to be part of a collective effort to achieve NFP's vision of fostering a diverse, equitable, and inclusive workplace and business community. Together, we work passionately towards building an environment that celebrates diversity and promotes equal opportunities for all.

Publications

Courses

  • Masters of Business Administration

    -

Honors & Awards

  • Summa Cum Laude

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  • Summa Cum Laude

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