Victoria Gunvalson
Member Status: Current
Member Since: 24-Jan-2008
Business Name: Coto Retirement Planning
Business Type: Insurance
Website: www.cotoinsurance.com
Business License: 0G50621
Professional License:
Contact: (800) 267-5502
Business Address:
30212 Tomas Ste 110
Rancho Santa Margarita, CA 92688
Overview
Victoria Gunvalson is founder of Coto Insurance & Financial Services, Inc and Coto Retirement Planning. Her philosophy is to find out what her clients really need and find sensible solutions to achieve their financial goals while simplifying their financial lives. She believes peace of mind equals quality of life. As a result, her foremost commitment is to reduce the financial risk for her client's family while protecting, preserving, and enhancing their hard earned retirement dollars. Victoria particularly enjoys working with retirees and soon to be retirees and works specifically with clients age 55 and up. She has hosted and conducted retirement workshops on a wide range of financial topics both locally and nationally.
Education
Harper College Palatine IL
Associations
Victoria is a member of the prestigious Million Dollar Round Table MDRT an international independent association of the worlds best financial services professionals. She is also a member of the Top of the Table and Court of the Table which is attained only by those who have demonstrated exceptional professional knowledge client service and ethical conduct. Victoria is an approved member of the National Ethics Association NEA an independent organization of insurance and financial professionals who have maintained an exemplary record of business ethics. Some of Victoria's past and present successes include President and Founder of Coto de Caza Letip Member of American Association of Long Term Care Insurance and Better Business Bureau. Vicki is also a Master Elite IRA Specialist with Ed Slott Co.
References
Please contact Victoria Gunvalson's office for a list of references at 949-858-7200.
Overview
Overview
Consumer Resources
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