Michael A. Fox

Certified Annuity Advisor

Financial Advisor and Retirement Income Planning Specialist

Areas of Expertise

Retirement Income Planning

Annuities

Life Insurance

Long-Term Care Planning

25 Years of Experience

25 Years in Business

100 of Clients Served

New Jersey, Florida, and approved states

About Advisor

Michael A. Fox is a Financial Advisor and Retirement Income Planning Specialist with more than 25 years of experience helping individuals and families make clearer retirement decisions. His primary focus is retirement income planning, especially helping people understand how to make their accumulated savings last throughout retirement.

Michael’s work includes retirement income strategies, annuities, life insurance, long-term care planning, and protection-focused financial guidance. He holds Series 7, 63, and 65 licenses, along with insurance and health licenses, and has qualified for MDRT in multiple years during his insurance-focused career.

Based in Cherry Hill, New Jersey, Michael serves clients in New Jersey and Florida and may work with clients in other states where properly licensed or approved. His approach combines technical financial knowledge with a strong understanding of mindset and decision-making. In addition to his advisory work, Michael has authored 14 mindset books and created two podcasts focused on mindset and strategic coaching for financial professionals.

Michael’s goal is to help clients reduce uncertainty, compare their options clearly, and build a retirement income strategy that supports confidence, protection, and long-term financial security.

Licenses, Affiliations or Memberships

Series 7, 63, and 65; Insurance and Health Licenses

Awards or Recognitions

MDRT qualifier for multiple years. User noted he stopped paying for MDRT membership.

Media Features, Interviews, Podcasts or Publications

Author of 14 mindset books and host/creator of two podcasts in the mindset and strategic coaching space for financial professionals.