Michael Coleman grew up in the California beach culture of the Sixties, when the waves were pure, the world was changing and everybody had a dream. Michael's own dreams took him into a lifelong quest for peace and prosperity. A quest shared by the people he helps in his financial career.
Early in life, Michael was a seeker of truth. He graduated with a Ph.D. in philosophy from UCSB, and attained tenure at Sonoma State University. He became a campus fixture, but after 15 years, he realized that academic life wasn't the only course he wanted to pursue.
He soon discovered a fascinating new world of knowledge. In 1984, he became licensed to give advice on 403(b) tax-sheltered annuities. What began as a service for fellow faculty turned into a business — and in 1988, Michael left campus life for a career in investment management.
Today, Michael helps his clients around the country realize their dreams. With his background in philosophy and psychology and twenty-four years of experience in money management, he's become an authority on building and preserving fortunes through life's transitions.
(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