Audrey Coleman

Founder / Financial Advisor


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

My passion is guiding clients through retirement with unique giving and estate planning strategies that I have learned through years of experience.

I began my career in financial services in the mid-’80s when the industry was developing new services to keep pace with a rapidly changing economy. I helped clients at Bank of America understand changes in the tax law and banking options for retirement savings. I then continued my career with John Hancock Companies and CIGNA Financial Services.

In 2001, I formed Coleman & Johnson Financial Advisors with Roy Johnson providing financial planning and wealth management for retirees. In 2014, I merged with Janice Thompson and jointly formed One Degree Advisors.

I earned the Certified Financial Planner™ certification from the College for Financial Planning. I also am an active Rotarian, a member of the San Diego Women’s Foundation, and a member of the San Diego Chapter of the Financial Planning Association.