Fiduciary First Advising
Financial Advisor and Retirement Planner
Fiduciary First Advising
Financial Advisor and Retirement Planner
I am laser-focused on serving the hard-working men and women of the Rochester area…. those that have worked, saved and sacrificed for many years for retirement, much like my own parents and family. - Christopher Coleman, MBA
Fee-Only, fiduciary retirement planner located in Linden Oaks in Rochester, NY, available for face-to-face meetings along with video calls and phone calls.
Christopher Coleman is a Rochester, NY fee-only retirement planner and financial advisor serving clients locally and across the country.
Fiduciary First Advising welcomes clients interested in making sure they are doing everything they can to have efficient investments, a thoughtful retirement plan and to take advantage of all the financial opportunities that they are entitled to.
His "Kitchen Table" conversation starts things off, where he explains how everything works from what to expect to pay, to where clients' money is held and how it is accessed, to how funds are transferred in and more. Clients can always ask him absolutely anything.
Chris focuses on helping clients through life’s inevitable transitions, and as an independent advisor he has no quotas, or client acquisition requirements.
Christopher Coleman is a Rochester, NY fee-only financial planner and founder of Fiduciary First Advising.
Through the life experiences of raising two children, planning and paying for college, helping aging parents navigate finances and long term care, and losing parents, home purchases, sales and ownership, and managing a career: my family and I have benefited greatly from the stability of having a financial plan and having investing experience.
I developed a fascination with the financial markets at very young age. My early influence in finance came from my father, a career banker by trade. From my father, I learned how money works, where it lives, and what conditions make it thrive. And how and why individual stocks performed the way they did. At 13, when other kids were memorizing baseball statistics, I was evaluating stock charts and reading books about mutual funds. Financial planning and investing had caught my attention early, and I never looked back. Most importantly I learned that if I worked to make money, and saved, I could invest that money wisely to grow my assets.
Knowing my love for the field, I naturally got a lot of questions from family and friends. They told me that they find investing and planning to be a mystery and somewhat inexplicable. Their confusion has increased over time with the increasing complexity of markets and money, especially as people age and go through transitions, there are many concerns and confusion about their financial future. In those open and honest conversations, I realized I had the ability to help a broad number of people translate complex financial movements, make them understandable, and help create an understanding of finance to enhance their own financial well-being.
Upon graduation from SUNY Brockport with a degree in business in 1995, I learned, to my disappointment, that much of the financial services business was really about pushing sales of stocks and not directly serving people’s needs. So, I chose a different career path that allowed me to experience being in business in several different ways. In the meantime, I followed my interest in finance by trading, investing and planning for my own personal investments, and informally for friends and colleagues. Then my skill sets increased exponentially in the full-time program at the Simon School of Business at the University of Rochester where I majored in both Finance and Marketing.
Email Me at email@example.com
I invite people to start with what I call the Kitchen Table Conversation, where I clearly understand your concerns and we get to know each other a bit. You can ask me anything at all. I'll walk you through how things work. And I'm happy to walk you through things anytime to make sure you are confident and understand.
Christopher Coleman is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fiduciary First Advising is a Fee-Only, Fiduciary Financial Advising and Retirement Planning Firm Serving Rochester, NY and Surrounding Areas
Do you have a goal you’re trying to achieve but don’t know where to begin? Let me guide you.
From making strategic decisions to developing your capabilities, I’m here to help. Using my expertise and deep understanding of the industry, you’ll receive real solutions and experience true results.
From strategic planning to innovative solutions, my focus is always on building an efficient and results-driven relationship.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Seeking Financial Independence
- Business Owners and Executives
- Do-it-yourself Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Written Plan
Professional Designations & Affiliations
Christopher Coleman is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Christopher Coleman is a NAPFA Associate Member
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Christopher Coleman
160 Linden Oaks
Rochester, NY 14625