About John Coleman

John Coleman is a CERTIFIED FINANCIAL PLANNER (TM) and since 2017, the Founder and CEO of Coleman Advisory, LLC, a Registered Investment Advisor ('RIA').

 

As a fiduciary, John is focused on providing clear and transparent solutions to help protect and grow your assets while reducing fees and taxes where ever possible.

 

After serving honorably in the United States Coast Guard ('USCG') as a Lieutenant, John started his career with Dean Witter Reynolds in 1981. He held several senior level executive positions at major investment firms, a venture capital firm, banks and insurance companies throughout his career. 

In the mid 1990s, he was CEO and President of his Broker Dealer and Investment Advisory firm (Coleman Investment Services Inc and Coleman Advisory Services Inc) serving High Net Worth Individuals.

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