Fern Alix LaRocca CFP® EA RIA

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Wealth Beyond Money Expert

Fern Alix LaRocca Quick Facts

Main Areas: Financial Planning
Best Sellers: 6 Secrets of the Wealthy
Career Focus: Coach
Affiliation: ICF, NAPFA, FPA, CSEA

After 24 years as a Financial Advisor with my own company (Advanced Financial Designs - www.afdadvisors.com) and, after surviving a major car accident, I decided to pursue my passion for coaching clients to wealth beyond money.

My business credentials:
I am a Certified Financial Planner™
Enrolled Agent (Enrolled to Practice before the Internal Revenue Service)
Founder of Advanced Financial Designs
A fee-only financial planning, investment and tax planning firm
Registered Investment Advisor
Graduate of Corporate Coach University

Member of:

International Coach Federation
Financial Planning Association
National Association of Personal Financial Advisors
California Association of Enrolled Agents