Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving
  • Women's Financial Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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

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. Together we have two daughters, Charleston and Sailor, and a 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 their goals and dreams so that they can live their balance.

Community participation

Awards & recognition

  • Working Mother Top Wealth Advisor Moms, 2018
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Long Island Business News "40 Under 40", 2014