Ron Coleman

About Ron Coleman

Your net worth strategically built, managed; and protected with independent professional advice.You are distinctly different from the investor down the street. That’s why the relationship you establish with your financial advisor needs to be based on more than stocks and bonds. The advisory relationship is a unique life-planning partnership, one that responds to changes as events change both in the economy and in life.The past several years have brought dramatic changes to the world’s financial markets and to individual investment portfolios. Now more than ever it takes patience, diligence, and strategic thinking to execute a successful long term investment strategy.Whether you are building your business, saving for a child’s education, planning your own retirement, or preserving an estate for your heirs, ongoing communication with your financial advisor strives to assure that your investment strategy stays on target. Timely portfolio reviews assure a fresh appraisal of changing realities and circumstances and may call for rebalancing to bring your asset allocation back in line with your long term goals.Providing a wide variety of services in a way that is meaningful for what clients want and need to address financially is a vitally important objective. Ronald understands that crafting a wealth management strategy is never a static process – as he states, “it’s as individual as you are and always evolving.” The sophisticated suite of analytical tools and resources offered through LPL Financial greatly enhances his ability to assist clients through the inevitable changes ahead. For this reason, Ronald Coleman Advisors offers a competitive and transparent unified fee structure. A fee-based advisor is not compensated based on transactions but rather on performance.Ron Coleman is a registered representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit

Experience

1. Financial Advisor

   LPL Financial

   Oct 2013 — Present

   Ronald Coleman, an LPL Financial Advisor and principal of Ronald Coleman Advisors, has been a Financial Advisor and Investment Manager since 2004. Ronald specializes in providing disciplined portfolio management for individual clients, small to mid-sized businesses, and non-profit organizations. Working in tandem with a client’s other advisors – such as CPA, attorney, or other family members – Ronald is committed to serving clients by developing appropriate investment strategies that meet a client’s specific financial goals while adhering to the highest standards of client service.A native of New York, Ronald Coleman, earned a Bachelor of Science degree in Communications from California State Polytechnic University, Pomona in 1983. Prior to forming Ronald Coleman Advisors, he was affiliated with Crowell, Weedon & Co. in West Covina, California and served over five years as a Financial Advisor and Money Manager with Smith Barney in Claremont, California. Ronald holds Securities Registrations Series 7, 63, and 65 Licenses with LPL Financial. Prior to embarking on a career in financial services, Ronald spent 20 years working in the entertainment industry in Los Angeles where his last position was as Vice-President in charge of sales for Epitaph in Los Angeles, CA.Ronald is a Chairman of the Finance Committee and serves on the Board of Directors for Mount San Antonio Gardens in Pomona. As a long-standing member of The Claremont Rotary Club, he has placed “service above self” for, a variety of community and internationally focused charitable programs.

Education

• California State Polytechnic University-Pomona

  B.S., Communications

  1980 — 1983

• New York City Community College

  A.A.S., Engineering

  1976 — 1978

Skills

• Leadership
• Securities
• Estate Planning
• Series 63
• Sales
• Investments
• Music
• 401k
• Retirement
• Strategic Financial Planning
• Equities
• Alternative Investments
• Mutual Funds
• Investment Advisory
• Strategic Planning
• Portfolio Management
• Wealth Management
• Social Media
• Retirement Planning
• Real Estate
• Entertainment
• Asset Management
• Series 7
• Strategy