​CFG Wealth Management, established in June 2002, is dedicated to providing comprehensive financial planning, investment management, and income distribution solutions. Their team specializes in financial planning, risk management, retirement and estate planning, portfolio design, and investment management. Led by President and CEO J. Graydon Coghlan, the firm emphasizes building and maintaining solid client relationships. Chief Investment Officer Josh Willard, CFA®, oversees investment analysis, portfolio management, and income distribution strategies, while Vice President Bryce Alvari, CFP®, offers services including retirement planning consultations and investment allocation evaluations. CFG Wealth Management also addresses the planning and investment needs of Communications Workers of America (CWA) union members through the CFG Wealth Management Network, which includes advisors in regional offices throughout California. ​