James B. Coffman,  CFP<sup>&reg;</sup> - Financial Advisor

James B. Coffman, CFP®

Associate

Austin Asset Management

3011 Dawn Dr, Suite 108
Georgetown, TX 78628
(512) 635-3065

General

James Coffman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Austin Asset Management in Georgetown, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)
  • Personal Financial Specialist (PFS)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Retirement

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Helpful Financial Planning Resources