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Coto Insurance and Financial Services Employee Directory

Insurance Agencies and BrokeragesCalifornia, United States2-10 Employees

Coto Insurance and Financial Services is based in Irvine, California, and operates in the insurance agencies and brokerages sector as a small to mid-sized firm. It offers life and health insurance alongside financial planning services, including retirement income planning, asset protection, estate planning, and charitable gifting. The organization highlights its capability to handle 401K and IRA rollovers and holds licenses in every state, with educational seminars for pre-retirement and retirement planning. Its clients are individuals seeking integrated approaches to managing risk and preserving wealth through retirement. By combining insurance offerings with retirement planning and estate considerations, the firm aims to address the complexities of income planning in retirement.

Find Coto Insurance and Financial Services employees' phone numbers or email addresses

Coto Insurance and Financial Services Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Asia
1

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  • Thailand
    1

South America
1

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  • Argentina
    1

Coto Insurance and Financial Services's Leadership

  • Insurance Producer at Coto Insurance and Financial Services
    M. W.
    Insurance Producer
    Mobile Phone

Coto Insurance and Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Other

Contact profiles from Coto Insurance and Financial Services

Name
Title
Contact
Location
Last Update
  • Insurance Producer at Coto Insurance and Financial Services
    M. W.
    Insurance Producer
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Coto Insurance and Financial Services known for?

Minus sign iconPlus sign iconCoto Insurance and Financial Services was founded in 1994 and operates in the Insurance Agencies and Brokerages industry. Explore Coto Insurance and Financial Services's company overview page for more information.

What is Coto Insurance and Financial Services's most common email format?

Minus sign iconPlus sign iconCoto Insurance and Financial Services employees' email format typically follows the pattern of First@cotoinsurance.com. Trying to find reliable and up-to-date employee contact data? Find more Coto Insurance and Financial Services email formats with LeadIQ.

How many employees does Coto Insurance and Financial Services have currently?

Minus sign iconPlus sign iconCoto Insurance and Financial Services has approximately 10 employees as of August 2026. These team members are located across 3 continents, including North America, Asia and South America.

Who are Coto Insurance and Financial Services's key employees and leadership?

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As of August 2026, Coto Insurance and Financial Services's key employees include:

  • Insurance Producer: M. W.

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