Ione Hendrix Cockrell is a Certified Financial Planner (CFP(R)), a certification that requires a rigorous course of study, comprehensive exam, commitment to a code of ethics, and continuing education to achieve. She has more than 25 years of experience in the financial service industry and holds Series 7 and 65 registration.
Ione earned a B.A. at Winthrop University in 1973 and a M.S. in math at USC in 1975. Before entering the financial services industry, she worked in statistical computing and marketing in the computer industry for 15 years.
Ione earned a B.A. at Winthrop University in 1973 and a M.S. in math at USC in 1975. Before entering the financial services industry, she worked in statistical computing and marketing in the computer industry for 15 years.
Services
Our Financial Flyover is designed to assess your financial needs and determine the best approach to achieving your goals. Helping you determine whether or not a Deep Dig Financial Plan or another service is appropriate. When you request your own complementary Financial Flyover, we'll send you a list in advance of items to bring so that we can make the most of your Financial Flyover.
We take pride in providing personalized financial planning in ways that ensure our clients' confidence and financial well-being. Our process always includes careful individualized planning, thoughtful implementation, and regular review/adjustment sessions to ensure that we remain on-track to achieving our client's goals, even as these goals inevitably grow and morph.
Reviews
Be the first to review Ione Financial Partners.
Write a Review