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 CERTIFIED FINANCIAL PLANNER TM certification by the College for
Financial Planning in Denver, Colorado. Ms. Fox
also holds the designation of Certified Public
Accountant.
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 NEXT Financial
Group Inc., Member FINRA, SIPC and a Registered
Investment Advisor. She also holds an insurance license
with the State of Texas.
