Aubrey Coleman is a CERTIFIED FINANCIAL PLANNER™ professional with Financial Consulting Group 360. Since 2004 she has served clients of all ages and backgrounds with unique experience working with members of generations X and Y to build net worth and confidently navigate financial decisions through the process of comprehensive financial planning and asset management.
Having seen firsthand the disruption life’s curveballs can throw at us, it has been a priority to partner with a team of professionals for ongoing sustainability and consistency with the client experience. The team at Financial Consulting Group has the experience and ability to collaborate on developing and presenting the best financial planning ideas for their clients consideration and they have fun doing it together.
As a CERTIFIED FINANCIAL PLANNER™ professional, Aubrey has met the Certified Financial Planner Board of Standards’ rigorous initial and ongoing education, examination, experience, and ethics requirements. In practice she must adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when working with clients.
Getting the opportunity to encourage and cheer on her clients gets her to the office every day.
“Money holds a lot of emotion and sometimes fear for people and it is my greatest privilege to share the possibilities and choices that are available and move them forward.”
Aubrey graduated from Iowa State University in 2001 with a Bachelor of Liberal Studies, with a concentration in Business, Language and Science. She spent a year in Taiwan studying Chinese, some time on the ski slopes of Breckenridge and in the San Luis Valley of Colorado before settling in Fort Collins. Aubrey is married to Brian and they share their home with their sons, Xander and Alder. Aubrey's interests include hiking, reading, and community development. She sings with the a capella group Choice City Singers, currently serves as treasurer of the Larimer Choral Society and is a past vice president of O'Dea Elementary PTA.