About-Wealth Coach, Fern

Fern Alix LaRocca

Life is bittersweet!
I am a Wealth Coach with over 25 years experience as a Financial Advisor with my own company, Advanced Financial Designs.

After surviving a major car accident, I now coach people over the phone and through workshops to a do it yourself financial plan to increase their personal wealth, and secure their financial future by using a 7 step financial planning process that has been successful for my clients around the world.

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:

• Financial Planning Association
• National Association of Personal Financial Advisors
• 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:

• Aspiring writer. I have published material -mainly financial stuff- The Whole-Hearted-Way e-newsletter
• my personal blog From Fern
• my retirement planning blog 401k Maximum
• Author of The 401K First Aid Kit:Stop Your Portfolio Bleeding and Get Back to Financial Health

Personal stuff:

• I enjoy walking my labradoodle puppy, Goldie. Isn’t she cute?
  

  Goldie in the Garden

• 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.
• Change is my middle name- bring it on.
• 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!!