Coto Insurance and Financial Services Employee Directory

Insurance Agencies and BrokeragesCalifornia, United States11-50 Employees

“Preserve, Plan, & Protect Your Future”

In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted “advice,” and paying too much in taxes, commissions, and fees. At Coto Insurance we solve these problems, it’s who we are and what we do!

Insurance and Retirement Planning is my passion and has led me to the determination and drive that has helped me build and become a highly adaptable Insurance business owner with 30 years in the industry. In addition to health and life insurance, Coto offers financial products and services such as:

✅ Retirement Income Planning
✅ Asset Protection
✅ Estate Planning
✅ Charitable Gifting

As a 401K/IRA rollover Specialist, and Life and Health insurance agent licensed in every state, I believe it is my responsibility to share my passion and educate clients through the complexity of Income Planning in retirement. To ensure the quality of education I conduct informational seminars relating to Pre-Retirement or Retirement Planning needs.

From Life Insurance to Retirement Planning, we’ve got you covered. Contact us for further information:

E-mail: info@cotoinsurance.com
Website: www.cotoinsurance.com

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