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Rod Coleman, Cfp, Mba profile image

Rod Coleman, Cfp, Mba

President at SYM Financial Advisors
Intro Book
Seasoned financial planner and leader with 24 years of experience in personal financial planning and leadership development.
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Location
Midland, Michigan, United States, US
Skills
  • Personal Financial Planning
  • Certified Financial Planner
  • Portfolio Management
  • Investments
  • Estate Planning
  • Show all
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Bio

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Rod Coleman is a seasoned financial professional with 24 years of experience in personal financial planning, portfolio management, and leadership development. He holds an MBA from the University of Chicago and is a Certified Financial Planner (CFP). Coleman has worked as a President at SYM Financial Advisors, where he built strong relationships with clients and developed financial plans for high-net-worth individuals. He also served in the US Navy for 9 years and has expertise in operations management, public speaking, and retirement planning.

Experience

  • SYM Financial Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • President
      • Jul 2010 - Present

      As part of a dedicated advisory team, build strong relationships with clients and assist them in attaining their financial goals. Develop and maintain financial plans for high-net-worth individuals. Oversee and monitor individual investment portfolios while ensuring alignment with client goals and objectives. Formulate, implement and monitor a variety of planning strategies related to cash flow, income tax and estate planning, insurance and risk management and investment portfolio analysis and oversight. Mentor and train members of the advisory team.

    • Financial Advisor
      • May 2000 - Jul 2010

  • US Navy
    • US Navy
      • May 1991 - Jun 2000

Education

  • 2001 - 2004
    The University of Chicago - Booth School of Business
    MBA, Finance
  • 1987 - 1991
    US Naval Academy
    BS, Economics

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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