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.