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.

 

 


New Hamilton County Businesses

Here are the new business licenses from the County Clerk's office: AMERICAN AUCTION TRANSPORTERS SERVICE 1815 E 23RD ST CHATTANOOGA, TN 37404 AMERICAN TOWING 3515 CLIO AVENUE CHATTANOOGA, TN 37407 BEFORE AND AFTER AUTO DETAILING 14514 DAYTON PIKE SALE CREEK, TN 37373 CCC SERVICES 8428 W CRABTREE RD HIXSON, TN 37343 CHATTANOOGA RETAIL 8346 ... (click for more)

Association Of Fundraising Professionals' Southeastern Chapter To Hold Membership Meeting May 27

The Southeastern Chapter of the Association of Fundraising Professionals (AFP) will hold its monthly membership meeting on  Wednesday, May 27  at the Mountain City Club, located at 729 Chestnut Street, from 11:30 a.m.-1:30 p.m .   This month’s guest speaker is Lynne Wester, Founder and Principal of Donor Relations Guru. Ms. Wester is a frequent conference ... (click for more)

Guarnier Wins National Championship In Photo Finish At Chattanooga

Megan Guarnier barely nipped young sprinter Coryn Rivera at the finish line at MLK Boulevard in downtown Chattanooga to win the women's USA Cycling national title on Saturday. Tayler Wiles, who led briefly on the final lap, was a close third. Guarner, who finished second at Chattanooga last year, got some help from Boels Dolmans teammate Evelyn Stephens, who pulled away on the ... (click for more)

City Seeking Grant To Improve Signals At 32 Intersections

The city is seeking a $2 million federal grant to go along with $500,000 in city funds for a project to improve signals at 32 intersections. There would also be bike and pedestrian improvements. The routes include Brainerd Road, Lee Highway, Shallowford Road, Gunbarrel Road and Hamilton Place Boulevard. The application is for a Congestion Mitigation and Air Quality Grant. (click for more)

A Memorial Day Reflection

I wish I could find that combination of words that would capture an inclusive meaning of Memorial Day.  I have attended many Memorial Day programs at the Chattanooga National Cemetery, so many that now they have merged into one memory.  But what stands out is that each year there are more friends and veterans to visit.  Some gave their all many years ago.  And ... (click for more)

Roy Exum: Keep Your ‘Dirty’ Feed

Mark Twain once observed the difference in a cat and a lie is that a cat only has nine lives. You might remember that when you hear that a group of Tennessee Walking Horse trainers just donated two tons of horse feed “to aid and assist in the rehabilitation” of 55 horses that were rescued from deplorable conditions at a West Tennessee farm. The truth is that the horses were taken ... (click for more)