Coleen is known for her dedication and loyalty. She has earned a reputation for excellence throughout her career in the financial services industry, which began in 1985. Coleen garnered extensive expertise through positions at Bateman Eichler, Hill Richards, Inc., Kemper Securities, Everen Securities, First Union Securities, Wachovia Securities, and Wells Fargo Advisors. While decades of dynamic financial markets have undergone significant change, Coleen's steadfast vision to actively partner with clients and ensure their success has remained constant. She carries this passion for client engagement to Weinberger Asset Management as the Director of Client Relations, where she continues to foster long-lasting relationships and friendships with clients in supporting their financial goals and planning for their future.
Born and raised on the Central Coast of California, Coleen enjoys an active lifestyle with family and friends. She particularly cherishes attending baseball games and concerts with her son and husband. In addition, Coleen has long been a friend of felines, avidly caring for and adopting many homeless cats over the years.
Licenses: FINRA Series 7, 63, 65, 9,10