If there’s one word that describes self made business maven Vicki Gunvalson – it’s ENERGY.
Enough energy to overcome the challenge of being a single mother at the age of 29, with no college degree, and through sheer determination, drive, and passion for business, she was able to build Coto Insurance & Financial Services, Inc., one of the most successful Insurance Agencies and Financial Services Companies in the United States.
She learned the importance of insurance after her father was diagnosed with Alzheimer’s disease at a young age of 59, and in helping pay for the care for him, she realized that she could help others as well as to provide security for her family so this never happens to them.
Vicki surrounds herself with positive, high energy individuals that she loves and trusts, and can now treat all her clients like she treated her father – with passion, devotion and energy.
In addition to health and life insurance, Vicki’s company offers financial products and services such as retirement strategies and estate conservations to individuals and business owners.
With the type of retirement planning that Vicki does, she is able to show them how to obtain a guaranteed income stream in retirement which they will never outlive all while their principal is being protected.
Vicki holds various professional designations including:
- being trained by Ed Slott as a Master Elite IRA Advisor
- is a member of the Million Dollar Round Table
- the American Association of Long Term Care Insurance
- Better Business Bureau
- Orange County’s 5 Star Wealth Manager and the National Ethics Bureau.
She lives by the mantra “Where Clients are Family”, and believes that the way to generate more wealth is to share her wealth with others.
Her intense drive for worldly success and laser focus on innovative business growth sometimes overshadows her equally intense love for her family – Her Adult children Michael and Briana and a new member of her family Ryan Culberson who is Briana’s husband.
Vicki’s motto when meeting with her clients is Peace of Mind = Quality of Life and they all agree with her.
Vicki is able to provide ALL of her clients with peace of mind that they will be “ok” in retirement when they enter into her “family of clients.”