Rod Coleman
President at SYM Financial Advisors
- Role
- President at Sym Financial Advisors
- Location
- Midland, MI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Rod Coleman
I love serving people, which makes my role as a financial advisor a perfect fit. From…
Experience
President
Jul 2010 — Present · Midland, MI, US
Education
United States Naval Academy
BS, Economics
1987 — 1991
The University of Chicago Booth School of Business
MBA, Finance
2001 — 2004
Skills
- Investment Advisory
- Retirement Planning
- Leadership Development
- Strategic Planning
- Operations Management
- Portfolio Management
- Risk Management
- Estate Planning
- Wealth Management
- Personal Financial Planning
- Financial Planners
- Financial Analysis
- Management
- Program Management
- Strategic Financial Planning
- Financial Planning
- Public Speaking
- Investments
- Certified Financial Planner
- Iras
- Asset Allocation
- Wealth Management Services
- Alternative Investments
- Leadership
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