Audrey Coleman

Founder / Financial Advisor

CFP®, CKA®


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.