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Vicki Gunvalson

President and Founder

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.

In addition to health & life insurance products, Vicki’s company offers financial products and services such as retirement income strategies to individuals and small business owners.

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.

Vicki lives by the mantra “Preserve, Plan, and Protect”, and believes that the way to generate more wealth is to share her wealth with others.

Our Team

Meet the team dedicated to your future!

Michael Wolfsmith

Vice President
Life Insurance

License Number: 0G79337

Linda Edwards

Marketing Manager & Client Relations

Brian Drescher

Property & Casualty, Life and Health Agent

License Number: 0K37932

Stefanie Ford

Property & Casualty Division

License Number: 0G86510

Heather McCarthy

Client Services Manager

License Number: 0M20080

Contact Us

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Call 949-858-7200 or email to speak with an agent.