Broker Check
Matt Kokkonen, CLU, ChFC

Matt T. Kokkonen, CLU, ChFC
1103 Johnson Avenue, San Luis Obispo, CA 93401, USA
Tel: 805/541-1880; 800/560-1880; Fax: 805/541-1882
Email: mkokkonen@financialguide.com ~ www.benefitplanner.com
CA Insurance License # 0387736
Domiciled in CA


Supervisory Office:

8383 Wilshire Blvd Suite 600 Beverly Hills, CA 90211. 323-965-6300

Objectives:

  • Financial Planning
  • Life Insurance and Estate Planning
  • Retirement Plans and Employee Benefits
  • Family Business Succession Planning

Education and Professional Designations:

  • Certified Family Business Specialist, 1997
  • Master of Science - Management, 1986
  • Master of Science - Financial Services, 1983
  • Chartered Financial Consultant (ChFC), 1982
  • Chartered Life Underwriter (CLU), 1973
  • Graduate Studies, University of Helsinki, Finland, 1967-1969
  • Bachelor of Arts - Philosophy, Westmont College, 1967

Professional:

  • Investment Advisor Representative, 1997
  • Registered Administrator, Insurance License, California, 1976
  • Established Insurance and Financial Services Agency, 1975
  • NASD, Series 7 Registration (General Securities Representative), 1972
  • Life, Disability Income and Health Insurance License, California, 1970, Authorized for Variable Contracts
  • Agent appointments with numerous insurance companies
  • Licensed for securities and life, disability income, health insurance in various states

Industry:

  • President (two terms), California Central Coast Chapter of Society of Financial Service Professionals, 1982 and 1983
  • President, San Luis Obispo County Chapter of Association of Insurance and Financial Advisors, 1976
  • Ethics Board Former Member, San Luis Obispo County Chapter of Association of Insurance and Financial Advisors
  • Attained Status of Life Member, Million Dollar Round Table, MDRT

Personal:

  • Born in Helsinki, Finland
  • Wife Jean; Children Jana and Daniel
  • San Luis Obispo Sheriff’s Aero Squadron, Pilot
  • Civil Air Patrol, First Lieutenant, Pilot

 

**Estate planning is done in conjunction with your estate planning attorney, tax attorney and/or CPA. Consult a legal or tax professional for specific advice or legal or tax matters.