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Richard C
CFP®, Series 63
Erie, PA
Latitude Advisors, LLC
Richard Coleman is a CFP® with 40 years of experience in financial advising. He is currently with Latitude Advisors, LLC and GWN Securities, Inc., having previously worked at H. Beck, Inc. Coleman also owns an insurance business focused on life, accident, and health products, where he analyzes clients’ insurance needs and assists with purchases. Latitude Advisors serves both individual and business clients, providing financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis.
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