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Matt Kokkonen, CLU, ChFC

Financial consultant

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Services Offered

  • Financial planning
  • Investment guidance
  • Retirement planning
  • Risk management
  • Wealth accumulation

About

Matt Kokkonen is a financial consultant based in San Luis Obispo, California, providing comprehensive financial planning and investment guidance. He holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, which enhance his expertise in various financial strategies. Matt specializes in retirement planning, risk management, and wealth accumulation, helping clients to achieve their financial goals. His practice focuses on serving individuals and families seeking personalized financial advice.

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Location

1103 Johnson Ave, San Luis Obispo, California
Map showing location in San Luis Obispo, California
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Business Information

Address

1103 Johnson Ave
San Luis Obispo, California 93406

Phone

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Website

Business Hours

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