Audrey  Coleman,  CFP<sup>&reg;</sup> - Financial Advisor

Audrey Coleman, CFP®

CKA®, AIF®

President, CERTIFIED FINANCIAL PLANNER™

One Degree Advisors

8880 Rio San Diego Drive, Suite 1000
San Diego, CA 92108
FINANCIAL ADVISOR'S WEBSITE
(619) 282-3288 CONNECT WITH Audrey
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General

Audrey Coleman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at One Degree Advisors in San Diego, CA and the surrounding communities.

Financial Advisor Overview

One Degree Advisors was founded with the simple idea of providing excellent advice in the best interest of the client. We understand that finances touch every area of your life and that your financial decisions should be in alignment with your family’s values. We appreciate your unique priorities and will build a customized plan to help you make an impact.

About Me: As the President and a Financial Advisor for One Degree Advisors, I enjoy guiding clients through retirement with unique giving and estate planning strategies that I have learned through years of experience. I began my career in financial services in the mid 80’s when the industry was developing new services to keep pace with a rapidly changing economy. I helped clients at Bank of America understand changes in the tax law and banking options for retirement savings. I then continued my career with John Hancock Companies and CIGNA Financial Services. In 2001, I formed Coleman & Johnson Financial Advisors with Roy Johnson providing financial planning and wealth management for retirees. In 2014, I merged my practice with Janice Thompson and jointly we formed One Degree Advisors.

I earned the CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning. I’m also a Certified Kingdom Advisor and an Accredited Investment Fiduciary.

I’m an active Rotarian, member of the San Diego Women’s Foundation and San Diego Chapter of the Financial Planning Association.

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Financial Advisor Experience

President, Financial Advisor, One Degree Advisors, 2000 - Present

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Kingdom Advisor (CKA®)

Insurance Licenses

  • Life insurance: ca
  • Health/disability insurance: ca
  • Fixed annuities: ca

Broker-Dealer Disclaimer

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources