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About Fern Alix LaRocca

Listen to the interview about Fern
fern

Life is bittersweet!
After 24 years as a Financial Advisor with my own company (Advanced Financial Designs - www.afdadvisors.com) and, after surviving a major car accident, I now coach people 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
California Life and Disability Insurance License Holder
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:
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.
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!!

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