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Coleman Chamarro

PARAPLANNER

Overview

I work closely with the firms financial advisors to develop custom financial plans to best fit our clients. My role is to deliver a broad range of client data and help our advisors develop and adjust financial plans so they align with our clients changing circumstances and goals.

ACCREDITATIONS & EDUCATION

  • Ohio University - Master of Science in Financial Economics
  • The Ohio State University - B.S. in Economics

HOBBIES AND PERSONAL LIFE

  • I enjoy staying active through hiking, biking, and swimming
  • I love traveling

FAVORITE QUOTE

“This is the real secret of life - to be completely engaged with what you are doing in the here and now, and instead of calling it work, realize it is play.” - Alan Watts

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