Fern Alix-LaRocca CFP® EA

Fern Alix-LaRocca Quick Facts

Life is bittersweet!
After 25 years as a Financial Advisor with my own company Advanced Financial Designs, I now empower people build wealth through an online financial plan and personal coaching at http://www.wholeheartedway.com

My business credentials:
I am a Certified Financial Planner™
Enrolled Agent (Enrolled to Practice before the Internal Revenue Service)
Registered Investment Advisor
Graduate of Corporate Coach University

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

Past Affiliations:
NAPFA-Registered Investment Advisor
Treasurer- Western Region NAPFA
Board Director- StockDocs.com       
Board Director- YourBusinessOnline.com
Board Advisor- Sonoma Mountain Zen Center

My personal credentials:
Soto Zen Buddhist and student of Kwong Roshi since 1984
Shambhala Buddhist practitioner since 1998
Ikenobo Ikebana Student of Mitsuko Omachi
Aspiring writer. I have published material-mainly financial stuff.

Personal stuff:
I enjoy walking my labradoodle puppy, Goldie. Isn't she cute?

I read mostly financial stuff and spiritual books. Go figure.
I am definitely an urban guerilla (will never leave my heart in San Francisco), but enjoy nature.
I love my coaching practice and seeing people find their own way to build wealth.
I love art and my husband, but not in that order.
I like feedback. But keep it short and sweet.
Bittersweet chocolate is my favorite!!

Recent Articles

Articles published on SelfGrowth.com

Favorite Quotes & Thoughts from Fern Alix-LaRocca

Getting Started With Fern Alix-LaRocca