The preservation and enhancement of one’s wealth is critical if that wealth is expected to last as long as one lives. It is even more critical if one desires to leave a legacy to heirs or charity upon death.
The professionals at Coffman Wealth Management make every effort to help their clients make smart choices about their money. This may help them achieve those things that are important to them.
William E. “Bill” Coffman
William E. “Bill” Coffman, President of William Coffman & Company, Inc., and principal of Coffman Wealth Management, is a Chartered Financial Consultant and a Registered Investment Advisor Representative who has been advising individuals, families and business owners about financial strategies since 1959. He is a member of The Society of Financial Service Professionals and The Rio Grande Valley Estate Planning Council.
He studied Engineering at Texas A&M, Religion at Abilene Christian College and Accounting at Pan American University. He holds a Master of Science Degree in Financial Services from the Graduate School of The American College in Bryn Mawr Pennsylvania. He has served as President of the McAllen Rotary Club, Director of the McAllen Chamber of Commerce, and as officer of a variety of business, social, and charitable organizations.
W. David Coffman, CPA, CFP®
W. David Coffman, CPA, CFP® is a Certified Public Accountant (TX), a CERTIFIED FINANCIAL PLANNER® professional, and a Registered Investment Advisor Representative who has been advising individuals and families about financial strategies since 1983.
David is president of W. David Coffman, CPA, PC, a firm that provides accounting and tax services to individuals and small businesses, and founder and owner of W. David Coffman, CPA, CFP®, a firm that serves its clients in the areas of financial planning and investment advisory services. He is a member of the American Institute of Certified Public Accountants and the Texas Society of CPA’s. He has an undergraduate degree in Accounting from Texas A & M University and a masters degree in Professional Accounting (tax specialization) from the University of Texas at Austin.
Note: This firm is not a CPA firm.
Anne Coffman Howe
Anne Coffman Howe is a Financial Advisor and Registered Investment Advisor Representative who develops and implements financial strategies for small businesses and individuals. She specializes in services to physicians and their medical practices.
She works with her clients in the areas of money management, risk management, asset protection, exit planning for business owners and retirement planning for individuals. During the first fifteen years of her career, Anne provided accounting, tax and business management services to small businesses and individuals. She earned a Bachelor of Science Degree in Accounting from Pan American University.