About John Coleman

About John Coleman:

John Coleman is a CERTIFIED FINANCIAL PLANNER TM  and the founder and CEO of Coleman Advisory, LLC, a Registered Investment Advisor. John is focused on providing clear and transparent solutions to help protect and grow your assets, reduce fees and minimize taxes.  

After serving honorably in the United States Coast Guard ("USCG") as a Lieutenant, John started his career with Dean Witter (Morgan Stanley). He was CEO and President of his own Broker Dealer and Investment Advisory firm ("Coleman Investment Services Inc.") serving High Net Worth individuals. He has held several senior level executive positions at major investment firms and insurance companies throughout his 43 years in the financial services business. 

John is a CERTIFIED FINANCIAL PLANNER (CFP(R)), a Chartered Financial Consultant (ChFC(R)), and a Chartered Life Underwriter (CLU(R)).