Paul Coleman III,  CFP®

Paul Coleman III, CFP®

Paul is a CERTIFIED FINANCIAL PLANNER ™ professional, joining Level Financial Advisors in 2014. He is a 2007 graduate of State University of New York at Alfred with a BA in Financial Planning.

Paul creates financial plans, retirement projections and investment strategies for his clients and also assists the executive planning team with client reviews and action plans.  He is on the board of the Financial Planning Association of WNY and serves as Treasurer.

Prior to joining the firm, he worked in banking, primarily at the trust and investment department of an upstate community bank.  Outside the office, Paul enjoys exploring Buffalo on his motorcycle and spending time on his family’s farm in NY’s southern tier.