Rob Coleman, CFP®, CIMA®
Wealth Coach
Highlights
Education
- Presbyterian College, B.S. in Business Administration
- CLU®
- CLTC®
- CFP®
- CIMA®
Community Involvement
- Board Member, Carolina Youth Symphony
- Area Chairman, Ducks Unlimited
- Member, Greenville Estate Planning Council
As a Wealth Coach, Rob is responsible for working with both new and existing clients to analyze and execute their tailored financial plans. Rob holds his CLU®, CLTC®, CFP®, and CIMA® designations.
Prior to joining Foster Victor Wealth Advisors in 2016, Rob worked as a Financial Advisor for over five years where he also helped run an internship program and new advisor training.
A graduate of Presbyterian College, he holds a B.S. in Business Administration with a concentration in both Management and Economics. Outside of the office, Rob is a member of the Greenville Estate Planning Council, Presbyterian College Alumni Board and Ducks Unlimited Area Chairman.
