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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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

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