Paul Coleman III, CFP®

Paul is a CERTIFIED FINANCIAL PLANNER ™ professional, joining Level Financial Advisors in 2014. He is a 2007 graduate of SUNY Alfred with a bachelors of business administration in financial planning and sits on the investment committee of Level Financial Advisors.

Paul eats, sleeps, and breathes financial planning and is passionate about helping his clients create, preserve, and transfer wealth. He has appeared on WIVB-TV Channel 4 News and regularly blogs about personal finance topics. He serves as Treasurer of the Financial Planning Association of WNY and is also a member of the Financial Planning Counselors of WNY.

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

Click Here for Verified Credentials