About Coleman

• Native Floridian and NC State graduate
• Active and passionate member of Grace Church
• Has lived in Hungary, Singapore, Australia, and different states within the US (as part of parents’ careers in missions)
• One of six children, all who live in Florida, where they are fortunate enough to connect regularly
• As a child, Coleman watched his mother as a teacher and his father as a missionary serve others. This ignited his own passion to educate and serve, which he now does by helping others navigate their path to financial freedom
• In Fort Lauderdale, served in a group from Calvary Chapel Church who went to Joseph V. Conte Correctional Facility
• Led investment seminars at Stoneman Douglas Highschool for Investment Club
• PwC National Tax Competition Challenge Winner

Credentials

• Bachelor of Science in Accounting, with Financial Analysis Concentration, from North Carolina State University
• Holds the Series 66 Uniform Combined State Law Examination and Series 7 License from FINRA (Financial Industry Regulatory Authority)
• Former Investment Consultant at Fidelity Investments where Coleman helped create, implement, and monitor complex financial plans while providing superior investment advice

Just for Fun

• Loves traveling and plans to revisit all of the countries he saw during childhood
• Enjoys the outdoors and especially anything involving water. Can often be found running, biking, fishing, diving, or boating