Michael Coleman, Ph.D. addresses both the practical and philosophical aspects of wealth management. The company offers its clients a powerful selection of investments licensed through United Planners Financial Services of American, LP, as well as private money managers, and referrals to financial professionals in related fields: estate attorneys, CPAs, and life insurance underwriters.
Michael Coleman, Ph.D. becomes the natural resource for investors who want comprehensive wealth management — not only asset management, but a complete coordinated program. It’s investment by a higher standard, for people with serious goals and the vision to imagine their financial future.
Under the leadership of Michael Coleman, the company takes investing to a new level — responding wisely and resourcefully to changing times. If you want to plan practically for the future, contact Michael Coleman, Ph.D. — the company bringing you a better, richer life.
(Member: FINRA www.finra.org, SIPC www.sipc.org)
California Insurance License #0667255
Securities offered through United Planners Financial Services of America — A Limited Partnership