Coleman W Pollard
Wealth Management Advisor|CFP®, ChFC®, CLU®, MBA
Professional
Coleman began his business with Northwestern Mutual in 1999. His practice involves helping individuals and business owners protect, create, and manage wealth, leave legacies, and manage employee benefits.
Coleman grew up in Richmond and attended Hampden-Sydney College for two years before transferring to the University of Virginia where he received his undergraduate degree. In 1999, Coleman received his MBA from the University of Richmond.
Coleman holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChFC®) designations. He is a Wealth Management Advisor and holds his securities licenses, and his life and health insurance license in the Commonwealth of Virginia, as well as many other states across the nation.
Coleman is a past President of the Richmond Association of Insurance and Financial Advisors and is a past member of the Boys and Girls Club of Metro Richmond Board. He also is a member of the Estate Planning Council.
Coleman and his wife, Megan, have a son, Cole, and twin girls, Catherine and Julia. He enjoys spending time with family, playing golf, and going to the river.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
