Christopher Coleman, MBA

Fee-Only | Fiduciary | Financial Advisor and Retirement Planner

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Fiduciary First Advising Christopher Coleman, MBA
Rochester, New York

Serving Clients Nationwide

Fee-Only | Fiduciary | Financial Advisor and Retirement Planner

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • Taxes

About Me

Hi, I'm Christopher Coleman. I believe it is my utmost responsibility as your financial advisor, to stay on top of the complexities of investing and watch out for you and your family.

Through the life experiences of raising two children, planning and paying for college, helping aging parents navigate finances and long term care, and losing parents, home purchases, sales and ownership, and managing a career: my family and I have benefited greatly from the stability of having a financial plan and having investing experience.

I developed a fascination with the financial markets at a very young age. My early influence in finance came from my father, a career banker by trade. From my father, I learned how money works, where it lives, and what conditions make it thrive. And how and why individual stocks performed the way they did. At 13, when other kids were memorizing baseball statistics, I was evaluating stock charts and reading books about mutual funds.

Upon graduation from SUNY Brockport with a degree in business in 1995, to my disappointment, I learned, that the financial services business was really about pushing sales of stocks and not directly serving people’s needs. So, I chose a different career path that allowed me to experience being in business in several different ways. In the meantime, I followed my interest in finance through by trading, investing and planning for my own personal investments, and informally for friends and colleagues.

We all need a financial plan and guidance from someone we trust to prepare for the major shifts that impact our money, health, and relationships. Each one of us comes with different histories and beliefs about money, and by truly understanding those differences we can really focus and plan to protect your family's lifelong financial stability.

Give me a call or drop me a text, no preparation is expected to start. Talking about money is just like talking about anything else that gives us feelings of uncertainty- you’re likely to feel a sense of relief once you’ve done it.

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

14625

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to visit our website and learn more about what to expect during our first meeting. Then send me a note or give me a ring and we'll get to know each other. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

"I am laser-focused on serving the hard-working men and women of the Rochester NY area..…. those that have worked, saved and sacrificed for many years for retirement, much like my own parents and family…..

….they deserve excellent treatment and to know their retirement advisor is 100% in their corner, expertly working with them toward their financial comfort and overall well-being."

➡️ Serving individuals and families in Rochester, NY and Surrounding Areas

My Mission as a 100% Fiduciary and Fee-Only Financial Advisor:

✅ We all need a financial plan and guidance from someone we trust to prepare for the major shifts that come our way in our money, health, and relationships. Each one of us comes with different histories and beliefs about money, by truly understanding those differences, my goal is to help you by identifying what to focus on to plan and protect the lifelong financial stability of you and your family. I feel this is my utmost responsibility as your fee-only , fiduciary financial advisor, to stay on top of the complexities of investing and watch out for you and your family.

✅ A well-crafted and updated financial and retirement plan is especially important as people approach the transition decade, 10 years before and 10 years after retirement. When people transition from being a saver and investor to a retiree drawing real money from investments, pensions and social security for housing, health care, utilities, entertainment, gifts etc.

✅ I would love to have a thoughtful conversation with you. To learn about you and the people and needs that are important to you. Give me a call or drop me an e-mail just to get to know each other a bit. The conversation is easy and relaxed, and no preparation is expected to start. I’ve found that talking about money is just like talking about anything else that gives us feelings of uncertainty, or subjects where our guard is up; you’re likely to feel a sense of relief for you and your family once you’ve done it.

Education

University of Rochester, MBA, Marketing + Finance | SUNY Brockport, BA, Business + Psychology | Monroe Community College, Bachelor's Degree, Business and Hospitality, Finance and business

Badges

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents

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