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ADDRESS

949​-858-7200

200 Spectrum Center Drive #150

Irvine, CA 92618

info@CotoFinancial.com

Coto Financial & Insurance Services is a comprehensive professional services company providing a variety of financial solutions to individuals, business owners, and corporations.  

ABOUT US

2018 © Coto Financial and Insurance Services, Inc. © 2018

Coto Financial & Insurance Solutions, Inc. and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Coto Financial & Insurance Solutions, Inc. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser.

 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

License #0B57006

ABOUT US

Learn more about what makes us different.

OUR VISION

Coto Financial is committed to providing unparalleled service, integrity, and devotion to finding the best solutions for our clients.

WHAT WE DO

At Coto Financial we take the time to understand your individual needs and design solutions with your best interest in mind. We offer quality solutions from dozens of reputable companies, allowing us the flexibility to design the best portfolio mix for your needs.

OUR PROMISE

We promise to take a holistic approach to your financial situation and provide a thorough analysis of where you are- and a road map to where you want to be.

Vicki Gunvalson

President & Founder

"IF THERE’S SEVERAL WORDS THAT DESCRIBES SELF-MADE BUSINESS MAVEN VICKI GUNVALSON – IT’S ENERGY, COMMITMENT, INTEGRITY."

 

Vicki Gunvalson started her career in the Insurance and Financial Services industry in the suburbs of Chicago Illinois in 1991 and quickly became the top agent within the first year of her career. With pure sheer determination and passion for business, she was able to build Coto Insurance & Financial Services, Inc., to one of the most successful Insurance Agencies in the United States.

 

Vicki learned the importance of insurance after her father was diagnosed with Alzheimer’s disease at a young age of 59 without having any Long Term Care Insurance in force. After seeing the financial toll this took on the family, she decided to focus on helping others in planning for the unplanned.

 

Vicki surrounds herself with positive, high energy individuals that she loves and trusts and treats all her clients like she treated her father – with passion, devotion and commitment.

 

With the type of retirement planning Vicki does, she is able to show her clients how to obtain a lifetime guaranteed income stream in retirement which they can never outlive, all while their principle is protected.

 

Vicki holds various professional designations including:

  • Member of the Million Dollar Round Table

  • The American Association of Long Term Care Insurance

  • A+ Rating from the Better Business Bureau

  • Orange County’s 5 Star Wealth Manager and the National Ethics Bureau.

WHY COTO?

Our goal is to offer each and every client a lifelong relationship, built on loyalty and trust.  At Coto Financial, our sole focus is you and assisting you on reaching your goals. 

Schedule a complimentary appointment today and find out what we can do for you. After all, it doesn't hurt to know your options.