Christy Coffman, Financial Advisor, Edward Jones
Christy Coffman is a Financial Advisor with Edward Jones and assists individuals and small businesses with retirement planning, retirement plans, and insurance needs focused to protect assets and assist with long term care needs.
I am happy to say that my business is so much more than a job - it is an opportunity to truly make a difference in the lives of our clients and those they care about most. As an Edward Jones financial advisor, I believe it’s important to invest my time in understand what you’re working toward before you invest your money. By doing this I'm able to personalize your investment options so they are tailor made to you. My goal in every meeting is to serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they have confidence in their future. To do this I use an established process to build personalized strategies and maintains regular contact with my clients to keep them informed. My clients range from individuals to companies that are looking to understand their options and how best to build and protect their assets.
My husband, Jeff, and I live in Littleton with our twins, Enzo (boy) and Tegan (girl). Jeff and I have built our lives around traveling and enjoying the outdoors and are always ready for a weekend mountain adventure all year around.
Those that want to carefully and thoughtfully work towards financial goals. I genuinely care for my clients and work with them through life's happiest moments, as well as its most trying times.
Business Referral Partners:
CPA/ Tax preparers, Insurance brokers for property and healthcare, Estate Planners, Real Estate agents and Lenders.
10111 Inverness Main St.
Englewood, CO 80112