Jeannine Fox has been practicing financial planning
in the Houston, Texas area since 1981. Most of her
clients have come by referral from other satisfied
clients who like the personal touch that she brings to
her practice. Her clients reside throughout the U.S.,
not just in the Houston area.
Ms. Fox received a B.S. degree from the
University of Alabama majoring in Business
Statistics, and a M.B.A. degree from the
University of Houston with concentrations in
Finance and Accounting.
In addition to these academic credentials,
Ms. Fox has been granted the designation of
Certified Financial Planner by the College for
Financial Planning in Denver, Colorado. Ms. Fox
also holds the designations of Certified Public
Accountant and Certified Senior Advisor.
Jeannine is a former instructor for the
Certified Financial Planner Program at the
University of Houston having taught the
Retirement & Employee Benefits Course.
She has been a featured guest on various
radio and television shows and as a contributor for The Moneypaper,
Southwest Airline’s Spirit magazine, Financial Planner
magazine Senior Spirit and USA Today. Ms. Fox’s
financial planning Seminars have been appreciated by
bank customers, corporate retirees, The Texas
Millionaire’s Reunion (Texas State Lottery Winners) and
others.
Ms. Fox is the Branch Manager of The Planning Team
and a Registered Principal and Investment Advisor
Representative of SII Investments, Inc., a broker/dealer
in Appleton, Wisconsin. She also holds a Group 1
Insurance license with the State of Texas.
Securities and
Advisory Services offered through SII Investments, Inc.
Member NASD,
SIPC and a Registered Investment Advisor
The Planning Team and SII Investments are Separate Companies
