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Hello and welcome to The Coggins Company.  I hope your site visit introduces you to the uniqueness of our Asset Management strategies, and encourages you to investigate the client experience for yourself. 

 

After 20 years of Wall Street tenure with a global investment management firm, I felt compelled to found The Coggins Company to redefine the substance of "Wealth Management", which must include the pursuit of an individual's dreams.  

The presupposition is this:  A person's journey to financial success is meaningless without a vision for lasting significance. 

My years of investment management have been tremendously rewarding.  I have helped many clients position their wealth in a way that allows them newfound security, which in turn allows them to begin living their lives in pursuit of their passions, not just their professions.

I invite you to explore our web site and learn how Asset Management with a focus on your significance yields piece of mind and a preferred future.  I term this “Wealth Management with the Larger Story of Life in Mind”.  Observe our unwavering commitment to providing you the highest quality investment assets, vision, advice and professional service.

Contact us, and may God bless your every step,

Sanford D. Coggins
President/CEO

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The Coggins Company, A Registered Investment Advisor
30320 Rancho Viejo Road
Suite 10
San Juan Capistrano, California 92675

   
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