Kimberly Cox is a Paraplanner at Planned Financial Services, where she plays a crucial role in supporting the firm’s advisors by maintaining accurate financial records, updating client portfolios, and ensuring that each financial plan accurately reflects the client’s comprehensive financial picture. Since joining the firm in 2024, she has brought consistency, organization, and a client-first mindset to the planning process.
Kimberly holds a Bachelor of Science in Psychology from Central Michigan University. With a strong academic foundation and a natural attention to detail, she brings both structure and care to her day-today work. Her ability to translate complex data into clear, actionable information enables advisors to deliver thoughtful, well-informed guidance throughout every stage of a client relationship.
As she continues to grow within the industry, Kimberly has become a trusted internal resource, known for her responsiveness, professionalism, and ability to support client needs behind the scenes. She contributes to the seamless execution of plans that help families feel confident in their financial future.
Born and raised in Clarkston, Michigan, Kimberly values the opportunity to serve the community she has always called home. She enjoys spending time with her close-knit family, relaxing by the lake, and soaking up the sun during Michigan’s warmer seasons. She shares her home with three small dogs: a pair of Maltipoos and a Pomeranian, which keep her days full of energy and joy.