Who We Are | Coomes Insurance & Financial Services

March 11, 2015 by No Comments

We are an independent insurance agency, located in Westlake Village, CA, specializing in Life Insurance and Long-Term Care Insurance. As an independent agency, we have access to products from all of the premier insurance companies. This gives us the ability to find the best coverage available that is specifically tailored to your individual needs. We have over 30 combined years of experience working in the Life Insurance and Long-Term Care industries. We work for YOU, the client, and promise to offer the most appropriate and affordable coverage for your unique needs.

Our goal is to work for you on YOUR time. We make the insurance buying process painless and quick. Our platform gives us the ability to work with clients in a variety of methods, however YOU prefer!

President

Scott has worked in the insurance and financial industries for over 30 years in sales management and marketing roles. He most recently served as Sales Vice President for Transamerica Brokerage until retiring in 2012. The opportunity to open up an insurance agency with his son, Andrew, lead to his “unretiring” and embarking on an exciting joint venture dedicated to serving their clients and helping them protect their family and business dreams.

Education

Undergraduate – Bachelor of Arts summa cum laude, University of Minnesota, Minneapolis, MN. June, 1974.

Postgraduate – Juris Doctor, William Mitchell College of Law, St. Paul, MN. May, 1979

Industry Designations

Chartered Life Underwriter, The American College, Bryn Mawr, PA. October, 1982

Certified Financial Planner, College for Financial Planning, Denver, CO. June, 1983

Chartered Financial Consultant, The American College, Bryn Mawr, PA. October, 1983

Licenses

California Life & Disability

NASD Series 7 and 63

Contact Scott

Vice President

Andrew’s path to a career in the insurance and financial service industries began in college. He received a degree in Business Administration (Option in Insurance and Financial Services) from Cal State University, Northridge in 2011. After graduating, he was offered a job at a large national bank in their Consumer Management Leadership Development Program. In this role, he worked directly with retail and business banking customers, primarily in a branch environment. The relationships he was able to make with his customers and peers, along with his strong entrepreneurial spirit, helped lead to his decision to leave the company in order to pursue his dreams. Andrew became a licensed life insurance agent in 2014. In early 2015, he and his father, Scott, started Coomes Insurance & Financial Services, LLC. with a mission to utilize their knowledge and expertise to help protect their clients financial futures.

Contact Andrew