Meet our Office Staff

Shirley Coghlan

Client Receptionist

Shirley CoglanShirley became a part of the CFG Wealth Management team in June, 2007. She has experience in banking, working at Home Federal in San Diego during the 1980-1990’s, mortgage finance, accounting and customer service for high-end retail. Shirley is a fifth generation San Diegan, her grandfather owned Tweed Planning Mill in La Mesa. A proud Mother of Graydon, Denise and Chris, Plus 5 grandchildren. Shirley is the Client Receptionist for CFG Wealth Management plus business accounting, correspondence and numerous office tasks for an efficient run office.


Faith Huete-Lee

Client Services Representative

Faith Huete-LeeFaith joined the CFG Wealth Management team in May 2017 after cutting her professional teeth in Manhattan, New York. She leverages her extensive client service experience and get-it-done East Coast attitude to make sure no important task falls through the cracks. Faith focuses her duties on assisting new and existing clients, as well as office management. She also coordinates meetings, seminars, and offsite educational workshops. She is originally from Maryland but spent her youth living all over the world, including 8 years in Latin America where she learned fluent Spanish. In her spare time, she loves to read science nonfiction and try different food from around the world.

 

 

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