Financial Planning
Coleman Webb, CPFA, CFP®
No one knows what will happen in the future. You have to take a deep breath, embrace the unknown and stay focused on what’s important in life. Relax—I’ll help you manage the risk.
About me
Trust and communication are the keys to building strong relationships and strong futures. I want to understand what is truly important to you so we can frame every decision through that lens. We will use a goals-based approach to develop a financial plan that helps you stay focused on what matters most to you. There is no “one-size-fits-all” approach to financial planning so you know you will get a plan that is customized just for you and your needs. My job is to always give you the best guidance for your unique situation so that you may reach the life and retirement you want.
I have helped families plan and execute their retirement vision since 2010. I hold a Bachelor of Science degree in Economics from Western Oregon University and am a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner. I hold securities licenses Series 7, 6, 63 and 65 as well as the Oregon Resident Life and Health Insurance license.
In my free time, I enjoy hiking in the Pacific Northwest, working on DIY home projects and spending time with my wife, young daughter, and two dogs.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Branch: Coburg Rd. (Eugene), Keizer, Sherwood, West Salem
Phone: 503.226.3585
Toll-Free: 1.800.527.3932 ext. 6858
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn
Are you already a client?
View Your Investment Accounts
Disclosures
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice
You can review the background of Raymond James and each OnPoint registered investment professional on FINRA’s BrokerCheck.