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Educator, Consultant, and Podcast Creator

Over 22 years’ experience as an independent Financial Advisor
Investment consulting with an emphasis on portfolio creation and rebalancing and education on capital markets
Managed retirement and brokerage portfolios for small business owners and tech employees, with about $20M of assets under management
Self-employed, I had a Registered Investment Advisory (RIA) licensed in California as well as my Securities Licenses (24, 7, 63, 65, CA Life Insurance License)

LinkedIn | www.touchstonefinancialeducation.com | ecox@touchstonefinancialeducation.com | (650) 302-2575

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Using a top-down analysis to find good investments while the markets are down. Not investing yet - just getting ready. Putting together watchlists.

Touchstone Financial Education

Elliott Cox

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Using a top-down analysis to find good investments while the markets are down. Not investing yet - just getting ready. Putting together watchlists.

Touchstone Financial Education

Elliott Cox