Graydon Coghlan on Blogger

About Graydon Coghlan

Based in San Diego, California, Graydon Coghlan is an established professional serving in the wealth management sector. Graydon Coghlan holds multiple licenses and designations in the financial services industry, including the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning. While serving with Smith Barney, Shearson Lehman Brothers and Merrill Lynch in his early career, Graydon Coghlan developed retirement plans for employees in various local corporations, earning recognition for his dedication and proficiency. In 2002, he founded CFG Wealth Management (formerly Coghlan Financial Group, Inc.). Under his leadership, the company employs a fee-based business model and offers a diverse range of services, including estate planning, reverse mortgages, and health, life, and long-term care insurance. Mr. Coghlan oversees CFG Wealth Management's proprietary Retirement Planning Review (RPR) service, which assists clients in managing 401(k), pension, and other retirement plans. He also advocates for educating workers on retirement planning through seminars and offers attendees complimentary RPRs.