5000 Executive Parkway, Ste 420 San Ramon, CA 94583
Cortland Golightly is a comprehensive, fee-only financial planner. He began his career in the financial services industry in 2006 as a wholesaler for The Hartford where he managed Arizona, New Mexico and Las Vegas. In this role, Cortland was a professional that financial advisors would call to help find the solutions to help meet their customers’ retirement income planning needs. He gained a unique perspective on clients’ needs as they headed toward the twilight of their careers and how to best position themselves for their retirement. After 2 years, Cortland was promoted to manage Northern California and his home, the Bay Area. Cortland quickly found that he had a knack for connecting with people and explaining complex investment and retirement planning strategies in a manner that was straight forward and easy to understand. With his success came a desire to quarterback the entire process for clients.