Audrey Coleman, Cfp® Email & Phone Number

As the President and a Financial Advisor for One Degree Advisors, Audrey enjoys guiding clients through retirement with unique giving and estate planning strategies that she has learned through years of experience. Audrey began a career in financial services in the mid 80’s when the industry was developing new services to keep pace with a rapidly changing economy. She helped clients at Bank of America understand changes in the tax law and banking options for retirement savings. She then continued her career with John Hancock Companies and CIGNA Financial Services. In 2001, she formed Coleman & Johnson Financial Advisors with Roy Johnson providing financial planning and wealth management for retirees. In 2014, she merged her practice with Janice Thompson and jointly they formed One Degree Advisors.Audrey earned the Certified Financial Planner™ certification from the College for Financial Planning and is an Accredited Investment Fiduciary®*. She is also an active Rotarian, member of the San Diego Women’s Foundation and San Diego Chapter of the Financial Planning Association.Specialties: Financial planning and investment management, including retirement, wealth transfer, tax-efficiency, charitable gift and goal-based planning.

Listed skills include Retirement Planning, Wealth Management, Investment Advisory, Investments, and 12 others.

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  President, Financial Advisor

  One Degree Advisors, Inc

  Jan 2000 - Present - 8880 Rio San Diego Drive, Suite 1000, San Diego, Ca 92108

  Finances are complex—and so is your life! Knowing where you are going and understanding how to get there can be challenging. As your financial life coordinator, our wealth management process goes beyond what you have by building on a foundation of what you want to accomplish first. It starts with asking the right questions. Once we understand you and your goals, we can then develop strategies for your wealth, providing solutions for your life.This site is published for residents of… Show more Finances are complex—and so is your life! Knowing where you are going and understanding how to get there can be challenging. As your financial life coordinator, our wealth management process goes beyond what you have by building on a foundation of what you want to accomplish first. It starts with asking the right questions. Once we understand you and your goals, we can then develop strategies for your wealth, providing solutions for your life.This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.http://www.sipc.org/http://www.finra.org/Advisory Services offered through One Degree Advisors, Inc. Securities offered through Securities America, Inc., member FINRA/SIPC. One Degree Advisors and Securities America are not affiliated. The Accredited Investment Fiduciary standard of care applies to advisory services only. CA Insurance License 0690605. Show less

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  College For Financial Planning

  Financial Planning