About-Wealth Coach, Fern CFP®

Fern Alix LaRocca

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.

I now coach people  and do  workshops through 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.

You can circle me on my Google+ Profile Fern Alix LaRocca CFP® .

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:

  • 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:

Personal stuff:

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

    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!!