Audrey Coleman

President / Financial Advisor

CFP®, AIF®

To be Smart, Spend Carefully. To be Wise, Save Regularly. To be genius, Give Extravagantly.

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.

8880 Rio San Diego Drive, 1000

San Diego, CA 92108

 

Phone : 619.282.3288

Fax : 619.280.9553

Cut through the noise and make confident financial decisions. Make an impact with your wealth.

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