About Us

Taren Coleman, CRPC®, founded Coleman Financial Group, LLC with a very clear vision of helping clients 'build confidence in their financial futures.' Ms. Coleman has focused her efforts on helping clients tackle the Great American Retirement Challenge^sm.

With more than a decade of experience in the financial services industry, Ms. Coleman has earned the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning. She holds securities licenses  FINRA series 7(General Securities Representative Exam), NASAA Series 65 (Uniform Investment Adviser Law Exam) and FINRA Series 63 (Uniform Securities Exam) and the Life/Health insurance license.

Ms. Coleman earned a B.S. in Accounting from Rutgers University and has held positions at Bigger & Coleman LLC, AXA Advisors LLC, The Nasdaq Stock Market and The IBM Corporation.

Coleman Financial Group, LLC is an independent Registered Investment Advisor (RIA). As an RIA, Coleman Financial Group, LLC carries a fiduciary duty to act primarily for the benefit of its clients. Ms. Coleman is a registered investment advisor representative of Coleman Financial Group, LLC.

To comprehensively meet client needs, Taren Coleman partners with financial industry leaders including:

Genworth Financial Wealth Management: GFWM provides comprehensive, fee based investment management platforms for 6,500 independent investment advisors nationwide.

H. Beck, Inc.: H. Beck is a leading full service securities broker/dealer licensed in all 50 states, with a network of over 500 registered representatives. H. Beck’s mission is to offer the best investment products available today.

National Brokerage Associates Inc.: One of the largest independent distributors of life insurance products in the country.

Back Office Solutions: Provides quality financial planning support to the financial planning industry.

The Haslett Management Group: Nationally recognized independent long-term care insurance managing general agency. HMG represents the premier long-term care insurance products in the industry.

As a result of these strategic relationships, Coleman Financial Group, LLC provides clients with access to a broad array of products and services that can help them address their long term financial needs.