Graydon Coghlan
Graydon Coghlan - Meeting the Financial Needs of San Diego Clients
Graydon Coghlan is an experienced San Diego financial professional who emphasizes a tailored approach to wealth management and estate planning. At the core of Graydon Coghlan’s offerings at CFG Wealth Management is a tailored Retirement Planning Review. The 35-page document is company-specific and combines retirement projections with in-depth cash flow analysis. He gained early experience at institutions such as Smith Barney, Shearson Lehman and Merrill Lynch, where he learned enough to develop his own client-responsive financial firm that has tailored offerings ranging from insurance and annuities to mortgage planning. Placing the needs of those he serves first, he operates on a fee-only basis. Mr. Coghlan’s family history extends back to the pioneer days, when one of his ancestors was a stagecoach driver responsible for transporting mail, gold, and passengers from the mining town of Julian, California, to the San Diego Presidio. He supports the California Highway Patrol 11-99 Foundation, which delivers scholarships and emergency assistance to members of the CHP’s extended family.
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San Diego, CA US