James Coleman
As President and Founder of Coleman Financial Advisory Group LLC, Jim Coleman is an independent Financial Advisor with more than 39 years of experience helping successful individuals, families, and business owners navigate complex financial decisions with clarity and confidence. Throughout his career, he has been committed to delivering highly personalized advice, taking the time to thoroughly understand each client's individual financial circumstances, goals, risk tolerance, and long-term priorities before developing thoughtful, customized strategies.
Recognized for his expertise in retirement income distribution planning, Jim developed the firm's Reliability of Income Model - a disciplined approach designed to help clients create sustainable retirement income while seeking to protect principal, help improve long-term portfolio outcomes, and enhance tax efficiency. Jim’s planning philosophy is rooted in providing clients with confidence that their financial strategy can adapt to changing markets and life's evolving circumstances.
Jim's leadership and innovative planning strategies have earned both regional and national recognition within the financial services industry. As a respected educator and speaker, he has been invited to share his expertise with financial professionals across the country. He is also the author of Educated Investing: Your Guide to Surviving and Thriving in the Fast-Paced Global Markets of the 21st Century, a guide focused on retirement planning and investing in dynamic markets.
Beyond his work with clients, Jim has dedicated much of his career to financial education. He hosted All About Money, a weekly financial talk show on WATR Radio in Connecticut, contributed financial columns to the Prospect Pages and other national publications, and served as a finance lecturer for the University of Connecticut's OLLI (Osher Lifelong Learning Institute) program.
Passionate about advancing professionalism and ethical standards within the financial planning profession, Jim is a member of the Financial Planning Association and serves as President of the Connecticut Chapter of the Society for Financial Awareness.
Jim earned a Bachelor of Science degree from Northeastern University with a double major in Finance and Marketing. He holds Series 7, 24, 66, and 99 securities registrations through LPL Financial, as well as Life and Health Insurance licenses.
Outside the office, Jim is a devoted husband, father of five, and grandfather of three. His commitment to family, community, and service reflects the same values that have guided his professional career for nearly four decades, helping others build lasting financial confidence while making a meaningful impact on future generations.
