ronald coleman advisors
Ronald Coleman, an LPL Financial Advisor and principal of Ronald Coleman Advisors, has been a Financial Advisor and Money Manager since 2004. Ronald specializes in providing disciplined portfolio management for individual clients, small to mid-sized businesses, and non-profit organizations. Working in tandem with a client’s other advisors – such as CPA, attorney, or other family members – Ronald is committed to serving clients by developing appropriate investment strategies that help meet a client’s specific financial goals while adhering to the highest standards of client service.
A native of New York, Ronald Coleman, earned a Bachelor of Science degree in Communications from California State Polytechnic University, Pomona in 1983. Prior to forming Ronald Coleman Advisors, he was affiliated with Crowell, Weedon & Co. in West Covina, California and served over five years as a Financial Advisor and Money Manager with Smith Barney in Claremont, California. Ronald holds Securities Registrations Series 7, 63, and 65 Licenses with LPL Financial.
Prior to embarking on a career in financial services, Ronald spent 20 years working in the entertainment industry in Los Angeles where his last position was as Vice-President in charge of sales for Epitaph in Los Angeles, CA.
Ronald previously served as Chairman of the Finance Committee and on the Board of Directors for Mount San Antonio Gardens in Pomona. As past president and a long-standing member of The Rotary Club of Claremont, he has placed “service above self” for numerous community and internationally focused charitable programs.
Ronald and his wife, Yvonne, reside in Claremont, California along with their two children, Harper and Mateo and their family pooch, Chewy Louie.
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