Our Financial Strategy

We provide insurance protection products and financial products and services for individuals, businesses and their employees. Our stringent code of ethics places the client's needs above all others and demands uncompromising integrity in every aspect of our business conduct.

We are dedicated to the success of our clients. We constantly strive to enable our staff to be of greater service to our clients. It is our objective that each staff member be a highly competent professional, respected for technical expertise, product knowledge and commitment to professional growth through continuing education and service to the community.

Market Snapshot



 1103 Johnson Avenue, San Luis Obispo, CA 93406
Phone: 805-541-1880   Fax: 805-541-2853   Email: mkokkonen@financialguide.com

*Matt Kokkonen is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc., member SIPC. 101 Metro Drive, Suite 550 San Jose, CA 95110.