Aubrey B. Coleman, CFP
- Financial Coach
A Personal Note from Aubrey
I have felt a calling to financial planning since high school when an inspiring class lecture set me on this path. I took financial counseling classes at Iowa State University, worked at a bank, then as an Americorps VISTA volunteer developing financial planning curriculum and a savings product for a credit union. For twelve years, I worked in a financial planning office taking care of client accounts behind the scenes while completing the CERTIFIED FINANCIAL PLANNER™ (CFP®) requirements.
I love to think and talk about money! When I read or hear about events like a house fire, I wonder if they have homeowners insurance. When hearing about windfalls, I hope individuals and their families have good counsel. I want everyone to be successful at whatever income they may be working with. I am able to share my passion for financial planning as a financial coach with Fiscal Fitness Clubs.