Cody R. Gascoigne, Director

Cody has helped families protect their estates for over a decade, and has loved every minute of it. As a Notary Public, an Insurance Advisor and Legal Document Assistant, he is able to offer a variety of services that families need to protect and grow their estate.

Cody's first obligation and promise to his clients is to take their needs and optimize a secure and lucrative plan to get them to where they want to be. I work with people at all stages, from young professionals beginning their careers to retirees seeking out guidance to achieve a worry-free retirement.

He likes to participate in outdoor and athletic activities, when I am not with my clients you can usually find me on the golf course.

Legal Document Assistant, County of Orange
California Department of Insurance #0J14254
State of California Notary Public #2292994
Bonded and Insured

Contact ULTRA to schedule your complimentary consultation!

800-280-0663


Contact Us

501 N. El Camino Real, Suite 200
San Clemente, CA 92672

Our Team 

We are comprised of licensed, bonded and insured, Legal Document Assistants, Independent Insurance Producers, Realtors, and Certified Financial Planners. ULTRA Advisors are not attorneys and cannot lawfully provide legal advice or representation.