Paul Coan, CFP®, ChFC, CEA®
Paul Coan, CFP®, ChFC, CEA®
Managing Partner
Personal Profile:
Prior to joining Wealth Planning&Management, LLC. Paul was a financial
advisor and retirement planning specialist with a large wall street
investment bank.
Paul authored the book "Asset Protection & Wealth Preservation: A Guide
to Help You Avoid Common & Costly Mistakes." He has been quoted in
national publications such as Business Week, Success magazine and the
Wall Street Journal on investing and wealth management topics. Paul has
been named one of the top wealth management superstars in the U.S. by
Bloomberg's Wealth Manager magazine. He writes frequently for the
Indianapolis Business Journal and Indiana Lawyer, and has been featured
in the Indianapolis Star's "Your Money" section.
Paul is a CERTIFIED FINANCIAL PLANNER™ professional which is the most-
recognized financial planning designation. He is also a Chartered
Financial Consultant (ChFC), the most extensive education available for
professionals seeking a designation in financial planning. As a Certified
Estate Advisor (CEA®) and a member of the National Association of
Financial and Estate Planning, Paul has extensive knowledge of estate
planning and asset protection strategies. He is also a Registered
Financial Advisor with the National Association of Personal Financial
Advisors. NAPFA is the nation's leading organization dedicated to the
advancement of fee-only compensation and fiduciary standards.
Paul is a past president of the Indiana chapter of the National Association
of Stock Plan Professionals. He has been active with the Entrepreneurs
Alliance of Indiana, the Indiana Venture Capital Task Force, and the
Finance Academy of Central Indiana. He has also served as president of
the Financial Planning Association of Greater Indiana.
Paul lives in Fishers, Indiana with his wife Ann and their son.
Managing Partner
Personal Profile:
Prior to joining Wealth Planning&Management, LLC. Paul was a financial
advisor and retirement planning specialist with a large wall street
investment bank.
Paul authored the book "Asset Protection & Wealth Preservation: A Guide
to Help You Avoid Common & Costly Mistakes." He has been quoted in
national publications such as Business Week, Success magazine and the
Wall Street Journal on investing and wealth management topics. Paul has
been named one of the top wealth management superstars in the U.S. by
Bloomberg's Wealth Manager magazine. He writes frequently for the
Indianapolis Business Journal and Indiana Lawyer, and has been featured
in the Indianapolis Star's "Your Money" section.
Paul is a CERTIFIED FINANCIAL PLANNER™ professional which is the most-
recognized financial planning designation. He is also a Chartered
Financial Consultant (ChFC), the most extensive education available for
professionals seeking a designation in financial planning. As a Certified
Estate Advisor (CEA®) and a member of the National Association of
Financial and Estate Planning, Paul has extensive knowledge of estate
planning and asset protection strategies. He is also a Registered
Financial Advisor with the National Association of Personal Financial
Advisors. NAPFA is the nation's leading organization dedicated to the
advancement of fee-only compensation and fiduciary standards.
Paul is a past president of the Indiana chapter of the National Association
of Stock Plan Professionals. He has been active with the Entrepreneurs
Alliance of Indiana, the Indiana Venture Capital Task Force, and the
Finance Academy of Central Indiana. He has also served as president of
the Financial Planning Association of Greater Indiana.
Paul lives in Fishers, Indiana with his wife Ann and their son.
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Wealth Planning & Management, LLC.