James Coffman (CFA, CFP®, CPA/PFS)

James Coffman focuses in the
following client markets or areas of practice:

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Planning Specialties

I am a CPA, CFP and CFA with expertise in tax planning, asset management and comprehensive planning. My goal is to assist clients in planning realistic goals and strategies to accomplish them. I maintain a close working relationship with my clients in order to become a trusted advisor in their lives.