Coley enjoys working with individuals, families, and business owners to help them pursue their financial goals and dreams.
Coley is a CERTIFIED FINANCIAL PLANNER® professional who got his start at a Boston-based wirehouse. When Coley lost his father at a young age, he focused on the holistic financial planning approach, ensuring that when life deals our clients unexpected financial transitions, families will be well-prepared for the aftermath. In addition to his CFP® certification, Coley has also attained his CLU® and ChFC® certifications to help ensure he remains well-versed in the key areas of financial planning.
Growing up in Sudbury, Massachusetts, Coley earned a baseball scholarship to attend Providence College, where he won a Big East Championship in the final year of the school’s program. He graduated with a bachelor’s degree in history. He then went on to Northeastern University to earn a master’s in political science.
After graduating from Northeastern, Coley met his wife, Cara. They married in 2009 and have two daughters, Katie and Caroline. Coley and his family live in Hingham, Massachusetts.
Coley loves coaching and volunteering for his daughter’s youth sports teams. He also looks forward to playing a round or two of golf when the opportunity allows. Coley enjoys spending time with his family, and he loves the time they spend at their beach house in Narragansett, Rhode Island.