Bill Coffman

Bill Coffman Email and Phone Number

Chartered Financial Consultant; Wealth Manager at Coffman Wealth Management @
Bill Coffman's Location
McAllen, Texas, United States, United States
Bill Coffman's Contact Details

Bill Coffman personal email

n/a
About Bill Coffman

William E. “Bill” Coffman, President at William Coffman & Company, Inc., and principal at Coffman Wealth Management, is a Chartered Financial Consultant and a Registered Investment Advisor Representative who has been advising individuals, families and business owners about financial strategies since 1959. He is a member of The Society of Financial Service Professionals and The Rio Grande Valley Estate Planning Council. He studied Engineering at Texas A&M, Religion at Abilene Christian College, Accounting at Pan American University, and holds a Master of Science Degree in Financial Services from the Graduate School of The American College in Bryn Mawr Pennsylvania. He has served as President of the McAllen Rotary Club, Director of the McAllen Chamber of Commerce, and as officer of a variety of business, social, and charitable organizations.OUR COMMITMENTWe believe in placing our clients’ interests first.Therefore, we commit to the following five fiduciary principles:1. We will always put our clients’ interest first.2. We will act prudently with the skill, care, diligence, and good judgment of a professional.3. We will not mislead clients and will provide full and fair disclosure of all material facts.4. We will attempt to avoid all conflicts of interest.5. We will fully disclose and fairly manage any unavoidable conflicts in our client’s favor.

Bill Coffman's Current Company Details
Coffman Wealth Management

Coffman Wealth Management

Chartered Financial Consultant; Wealth Manager at Coffman Wealth Management
Bill Coffman Work Experience Details
  • Coffman Wealth Management
    Principal
    Coffman Wealth Management 1959 - Present

Bill Coffman Skills

Retirement Planning Mutual Funds Securities Investment Advisory Investments Wealth Management Strategic Financial Planning Estate Planning Asset Management Series 7 Small Business Financial Analysis Retirement

Bill Coffman Education Details

Frequently Asked Questions about Bill Coffman

What company does Bill Coffman work for?

Bill Coffman works for Coffman Wealth Management

What is Bill Coffman's role at the current company?

Bill Coffman's current role is Chartered Financial Consultant; Wealth Manager at Coffman Wealth Management.

What is Bill Coffman's email address?

Bill Coffman's email address is wc****@****any.com

What schools did Bill Coffman attend?

Bill Coffman attended Texas A&m University, Abilene Christian University, The University Of Texas-Pan American, The American College.

What skills is Bill Coffman known for?

Bill Coffman has skills like Retirement Planning, Mutual Funds, Securities, Investment Advisory, Investments, Wealth Management, Strategic Financial Planning, Estate Planning, Asset Management, Series 7, Small Business, Financial Analysis.

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