About Fern Alix LaRocca Listen to the interview about 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
Financial Planning Association
National Association of Personal Financial Advisors
California Association of Enrolled Agents
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.
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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