Chris Cortese (CFP®)

Chris Cortese focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Federal Employees
  • Generation X
  • Middle Income Client Needs

Planning Specialties

Chris Cortese, Founder of Logbook Financial Planning, LLC, is a Financial Planner serving individuals and families around the world. With a background of public service in the U.S. Air Force and the U.S. State Department, Chris is passionate about continuing to serve those in government and the military.

Chris founded Logbook Financial Planning to provide independent, fiduciary, fee-only financial advice to all Americans without asset minimums. Logbook specializes in those who serve our nation (Foreign Service, military, and other federal employees); those who serve our communities (teachers, social workers, police, and firefighters); and others interested in giving more purpose to their lives (through career changes, early retirement, passion projects, philanthropy, or family legacy).  

Chris is a CERTIFIED FINANCIAL PLANNER™ and is an active member of the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network (XYPN). 

Specialities:

Foreign Service Pension System (FSPS)

Federal Employees Retirement System (FERS)

Military retirement systems

Retirement/Social Security planning

College funding 

Investments

Tax planning



 

Additional Information

Prior to his career in financial planning, Chris was a Foreign Service Officer and diplomat in China, Taiwan, Colombia, and Uruguay for 13 years. As an Air Force Officer and military pilot, he flew more than 5,000 hours in a variety of aircraft such as the T-38, MH-53J, and C-5.

Chris' wife, Sherise, is a Registered Dietitian Nutritionist (RND) and they have four children in high school and college.  They live on the beautiful mid-coast of Maine and enjoy kayaking, hiking, skiing and snowshoeing.

NAPFA Start Date

June 22, 2017

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This Office

68 Main St Rockport, ME 04856-5958 Phone: (888) 651-2317