Jonathan Coleman

Jonathan Coleman focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice without Ongoing Management
  • Middle Income Client Needs
  • Millennials
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

NAPFA Start Date

July 20, 2021

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This Office

1200 Westlake Ave N Ste 603 Seattle, WA 98109-3528 Phone: (206) 217-2583