James Coffman (CFA, CFP®, CPA/PFS)

James Coffman focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

I am a CPA, CFP and CFA with expertise in tax planning, asset management and comprehensive planning. My goal is to assist clients in planning realistic goals and strategies to accomplish them. I maintain a close working relationship with my clients in order to become a trusted advisor in their lives.

NAPFA Start Date

March 26, 2002


This Office

7200 N MO Pac Expy Ste 315 Austin, TX 78731-3267 Phone: (512) 453-6622 Fax: (512) 453-4253