Coghlan Financial Group, LLC

Description

Coghlan Financial Group, Inc., a financial services organization located in San Diego and San Ramon, has always been one step above the rest. Since March 2002, their focus has been to develop investment strategies for individuals preparing for retirement. J. Graydon Coghlan, a San Diego native, is the type of individual to blaze his own path. An entrepreneur from an early age, he saw himself at the forefront of financial planning. Graydon's plan was twofold: become known as the "retirement specialist" to employees at local large companies and develop a referral base from word-of-mouth business. After years of developing their expertise at Smith Barney and Merrill Lynch, Graydon, along with Josh Willard, founded Coghlan Financial Group. The team's vision was to build a premier financial services organization and to provide individuals with a unique financial approach to retirement planning. Josh's sincere interest in helping clients achieve their goals is an attribute not easily found in financial professionals. Josh handles all investment related transactions and client service activities and as a team they have discovered the key to properly planning an individual's financial future: patience. "Retirement planning is not something that can be rushed. We ensure each individual's retirement objectives are met and that they are comfortable after separating from the working world, " Graydon states.

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