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Cfp® Robert T. Coleman
Wealth Coach at Foster Victor Wealth Advisors
Robert T. Coleman IV, CFP®, CIMA® is a Wealth Coach at Foster Victor Wealth Advisors.1 As a professional in the wealth management industry, he provides concierge-quality advisory services to clients through his role at this full-service wealth management firm.1
Qualifications and Expertise
Robert holds two important certifications in the financial industry:
- CFP® (Certified Financial Planner)
- CIMA® (Certified Investment Management Analyst)
These credentials demonstrate his expertise in financial planning and investment management, which are crucial for his role as a Wealth Coach.
Role and Responsibilities
As a Wealth Coach at Foster Victor Wealth Advisors, Robert likely:
- Offers personalized financial advice to clients
- Develops comprehensive wealth management strategies
- Assists clients in achieving their financial goals
- Provides investment management services
His position at a full-service wealth management firm suggests that he can offer a wide range of financial services to meet diverse client needs.1
While specific details about Robert's day-to-day responsibilities or notable achievements are not provided in the available information, his role as a Wealth Coach implies that he plays a significant part in guiding clients through various aspects of their financial lives.
