My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

I'm Katie Coleman. I am originally from Atlanta, Georgia and became a New Yorker when I moved here to marry my husband, Bob. We have been married now for 5 years and have a 5 year old chocolate lab named Tuna. I enjoy spending time with family, reading and traveling. I love what I do and am passionate about helping people achieve a Confident Retirement.

Community Participation

Michael Magro Foundation- Board Member

Experience

? 14 ? 100 View scores
 
 
 

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Saving for Education
  • Charitable Giving

Awards & Recognition

  • Long Island Business News "40 Under 40"1, 2014

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • University of Georgia, Terry College of Business- BBA, 2002

Files for Download

My Photos(3 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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