PID 219


Rob Coleman, CFP®, CIMA®

Wealth Coach

Connect with Rob on LinkedIn

Highlights

Education
  • Presbyterian College, B.S. in Business Administration
  • CLU®
  • CLTC®
  • CFP®
  • CIMA®
Community Involvement
  • Member, Greenville Estate Planning Council
  • Member, Presbyterian College Alumni Board
  • Area Chairman, Ducks Unlimited
Rob Coleman, CFP®, CIMA®

As a Wealth Coach, Rob is responsible for working with both new and existing clients to analyze and execute their tailored financial plans. Rob holds his CLU®, CLTC®, CFP®, and CIMA® designations.

Prior to joining Foster Victor Wealth Advisors in 2016, Rob worked as a Financial Advisor for over five years where he also helped run an internship program and new advisor training.

A graduate of Presbyterian College, he holds a B.S. in Business Administration with a concentration in both Management and Economics. Outside of the office, Rob is a member of the Greenville Estate Planning Council, Presbyterian College Alumni Board and Ducks Unlimited Area Chairman.

Learn more about Rob


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