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 is a core member of our Investment Committee, and he also serves as Treasurer for the Financial Planning Association of Western New York. Prior to joining the firm, Paul worked in the Trust Department of an upstate community bank where he first gained experience navigating personal finance to help people best achieve their goals.
Outside of the office, Paul enjoys spending time with his wife, Kaitlin, and their best boy Roy- their goofy Goldendoodle.
Paul and Kaitlin love to travel, especially during the overcast winter months in Buffalo and they are always looking to try out a new restaurant or brewery.