Courtney Coombs, CRPC®, is a Richmond-area financial advisor and fiduciary with over 22 years in the financial industry, focusing on generational wealth and tax planning. She believes the best financial decisions come from understanding your options, so she takes the time to explain each strategy clearly and help her clients make informed choices for themselves.

Courtney offers first-class concierge service that goes beyond the typical advisor relationship and she's there for the moments that matter most. Whether you're planning for retirement, concerned about transferring your estate efficiently, or just looking for peace of mind, she's committed to being a lifetime resource for you and your family.

Education

University of Florida (1998 - 2000), Mary Washington College (1996 - 1998), Clover Hill High School (1992 - 1996)

Hobbies

Golf, the Arts, Music, Community Engagement

Affiliations & Memberships

NAWBO National Association of Women Business Owners

Community Involvement

Influential Women of Richmond