Chris Cortese, CFP®, Founder
Sherise Cortese, RDN, Business Development
A Note About Our Founder
Chris Cortese has more than 25-years of public service including assignments to six countries. Chris represented America as 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 founded Logbook Financial Planning, LLC in 2017 to fulfill a lifelong dream of creating a completely independent, fiduciary, fee-only financial planning firm for public servants and ordinary Americans, not just the ultra-wealthy. He is a CERTIFIED FINANCIAL PLANNER™ and the firm is a Licensed Investment Adviser in the State of Maine and a Registered Investment Adviser in Virginia.
Chris Cortese, CFP®
Foreign Service Officer & Diplomat
Management, Operations, Consular
Colombia, Uruguay, China, Taiwan
Air Force Officer & Pilot
Flew T-38, MH-53J, C-5
Commercial Airline Pilot
Flew 737 & 727
727 Flight Engineer
Financial Planning Association
Master of Arts (MA)
Certificate in Financial Planning
Fundamentals, Investment, Tax, Insurance, & Estate
Bachelor of Arts (BA)
Partners & Tools
Realizing the Dream
By Chris Cortese, CFP®
Since graduating from college and being commissioned as a Second Lieutenant, I have been blessed both in my personal life and my professional career.
In my personal life, the beautiful woman pictured next to me is my wife and best friend, Sherise. Side-by-side, we have tackled the world together over our 27-year marriage and truly enjoy working together to serve our clients. Sherise is a Registered Dietitian Nutritionist (RDN), writer and fantastic cook. We have four children in high school and college.
In my professional career, I’m proud to have served our country and to have held some of the most exciting jobs imaginable:
• Instructing U.S. and allied pilots in the supersonic T-38 Talon
• Commanding search and rescue and special operations missions while flying the MH-53J “Pave Low” helicopter in the Air Force
• Being recalled to Air Force active duty after September 11th for 18 months to carry war supplies around the globe in the C-5 Galaxy
• Operating the 737 as a commercial airline pilot for U.S. Airways
• Representing America as a Foreign Service Officer and diplomat for 13 years in Colombia, Uruguay, China and Taiwan
Despite the excitement of living abroad and the honor of meeting former U.S. presidents, congressional leaders and world dignitaries, something was always missing.
Deep down I have always wanted to be financial planner.
When my pilot friends were off-duty, they were building planes or working on different flying licenses.
I was studying the stock market, reading the Wall Street Journal, Barron's, Money, Forbes, Kiplinger’s and tax books.
When my diplomat friends were off work - their interests were in academia, research, languages, political elections, etc.
I was starting investment clubs to discuss stocks and mutual funds, studying for the Certified Financial Planner (CFP®) exam, happily managing my own investments and rental properties and giving advice to family and friends.
So, despite excellent career advancement opportunities at the State Department and the Department of Defense, I knew I wanted to do something different with my life at some point.
But, there was one MAJOR problem that had been holding me back.
Joining the financial services industry required too many compromises. As a new entrant to the field, industry wanted me to sell insurance, annuities, mutual funds and other products marketed by my employer but not in your best interest. Too often these were products that I didn’t believe in or would never invest in myself. To avoid betraying my integrity and honesty, I needed to wait for a better entry.
My interest in financial planning and investment management paid off in 2017; through steady saving and our own investments, I could transition from the State Department and pursue the next, and most anticipated, chapter of my life.
Logbook Financial Planning’s “ONE Thing” is to provide quality, conflict-free advice to public servants and ordinary Americans, without asset minimums. New technology allows us to do this for our clients wherever they are living, at home or abroad (for USG clients).
In other words, we can help the people that we have always wanted to help, live where we want to live, while doing what we are passionate about!
It doesn’t get any sweeter than that, but enough about me—let’s discuss your dreams.