Coltrin Authorized As Certified Financial Planner

Thursday, June 13, 2013

Jim Coltrin, CFP®,  Vice President and Branch Manager of Raymond JamesFinancial Services, Inc. Member FINRA/SIPC at  Northwest Georgia Bank has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the Certified Financial Planner™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.

 Mr. Coltrin has worked at Northwest Georgia Bank, located at 3610 Battlefield Pkwy. Fort Oglethorpe, GA since 2004 and takes pride in developing effective personal and professional relationships with each of his clients by offering a personalized approach to professional investing. His focus is on working with retirees on financial planning, including trust services and estate planning. 

 

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

 

A graduate of The University of Tennessee at Chattanooga with a B.S., in Business Finance, Mr. Coltrin holds his series 7, 9, 10, 63 and 65 licenses. Originally from the Chattanooga area, he resides in the area with his wife, Penny, and their children. Outside the office, his passion is flying and boating as well as anything outdoors such as camping, kayaking, biking and running. Mr. Coltrin also gives back to his community by remaining active in the Fort Oglethorpe Kiwanis club.

 

 


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