portrait of Caroline R Fox

About Caroline

When I got married, my expectations and beliefs were very traditional: Husbands lead the way and wives play a supporting role, especially when it comes to finances. But as we all know, life is what happens while we're making other plans. All my beliefs were turned upside down, testing our relationship and my entire belief system.

In order to keep moving forward, I had to let go of everything I had held dear. The role reversal was scary. The uncertainty about our future was palpable. But I did it. I took the lead and reset our financial foundations. My hard work...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Insurance & Annuities

Work History

  • Edward JonesJuly 2018 to Current

Education

  • Sonoma State UniversityBachelor of Science

Personal Interests

  • Baking
  • Traveling
  • Wine Collecting/Enthusiast

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 06:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 06:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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