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Drew Coleman

Financial Planner at The Next Level Planning Group

Drew Coleman is a Financial Planner and Partner at The Next Level Planning Group (TNLPG), where he applies his extensive background in investment management to create personalized financial plans for clients. He has a significant history in the finance sector, having worked with a fund of hedge funds, a pension fund, and an asset management firm. His analytical skills enable him to evaluate financial products and client situations meticulously, leading to comprehensive scenario analyses and tailored financial solutions.13

Education and Professional Designations

Drew graduated from the University of Michigan in 1994 with a bachelor's degree in Political Science. He later earned an MBA from the Kellogg Graduate School of Business in 2010, where he received the Jane Robertson Memorial Academic Excellence Award. He also holds the Chartered Financial Analyst (CFA) designation, which is highly regarded in the investment community.12

Personal Philosophy

Drew's approach to life and work is guided by three core beliefs:

  • Be your best
  • Knowledge is to be shared
  • Never stop learning

These principles reflect his passion for financial planning and his commitment to continuous improvement.1

Personal Life

Residing in Evanston, Illinois, Drew enjoys spending time with his wife Rebecca and their two children, Zoe and Alex. In his leisure time, he appreciates listening to jazz music, particularly by Miles Davis, and is an avid supporter of the Michigan Wolverines sports teams.13

Highlights

Mar 21 · tnlpg.com
Drew Coleman, CFA - The Next Level Planning Group
Drew Coleman, CFA - The Next Level Planning Group
Jan 1 · theopt.com
Drew Coleman - Opt Real Estate
Oct 7 · tnlpg.com
Our Team - The Next Level Planning Group

Related Questions

What are Drew Coleman's core beliefs in financial planning?
How did Drew Coleman's experience at a fund of hedge funds influence his approach to financial planning?
What specific financial products does Drew Coleman evaluate in his financial plans?
What is Drew Coleman's educational background and how has it impacted his career?
What are some of Drew Coleman's personal interests and hobbies?
Drew Coleman
Drew Coleman, photo 1
Drew Coleman, photo 2
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Location

Greater Chicago Area