Kevin Fox CFP®, CRPS®, AIF®
Based in Pennsylvania, Kevin Fox, CFP®, CRPS®, AIF®, works with clients in Harrisburg, Carlisle, and Wyomissing. With more than 20 years of experience in Financial Services, Kevin works with individuals and businesses on retirement planning, investment strategy, and long-term financial planning. His work is grounded in clear communication, professional standards, and a client-focused approach designed to support informed decision-making over time.
Kevin began his career in financial services in 2000 and became President of Alliance Financial in 2006, helping guide the firm’s growth and professional culture. In 2018, Alliance Financial became a iliated with LPL Financial.
Professional Designations
Kevin holds professional designations reflecting formal education and training in financial planning, retirement strategies, and investment oversight:
- CERTIFIED FINANCIAL PLANNER™ professional
The CFP® designation includes education, examination, and ethical requirements covering areas such as retirement planning, investments, and long-term financial strategy. - Chartered Retirement Plans Specialist℠
This designation, conferred by the College for Financial Planning, focuses on retirement planning concepts including employer sponsored retirement plans and retirement income strategies. - Accredited Investment Fiduciary®
The AIF® designation reflects training related to fiduciary standards, investment selection processes, and ongoing portfolio oversight.
Background
A lifelong Pennsylvania resident, Kevin earned his bachelor’s degree in Finance from Pennsylvania State University and grew up in Lebanon County. He values community involvement and previously served as President of the Mount Aetna Lions Club. Kevin lives in Wernersville with his wife, Michelle, and their son, Bryce. He is also a youth basketball and soccer coach. Outside of work, he enjoys football, running, travel, and spending time at the beach.
