• Finding someone you trust to provide
    financial guidance in what can be a difficult
    road to navigate is challenging enough.
    We are here to make that process simpler for you.

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  • Our approach starts with listening to
    you, getting to know you, and finding strategies
    aligned with your individual situation.

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  • How can we help you pursue
    financial independence?

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Experienced Financial Planning and Investment Advice

In a changing financial world, it’s important to have the experience and knowledge of a financial advisor who has successfully assisted clients for over three decades. That’s the experience you’ll receive from Les Koonce at Koonce Financial Services.

Our team has been serving businesses, families, and individuals throughout Northern California by offering thoughtful counseling on investment strategies, pension/retirement benefits, and insurance coverage. Our goal is to fulfill your needs, independently, without a need to promote proprietary financial products.

If you’re looking for exceptional financial planning, including estate and retirement planning, find out how Koonce Financial Services can help you to pursue the financial lifestyle you seek. We treat all our clients as family and we have a trustworthy referral network of CPAs, attorneys, and financial institutions to help support you.

Securities and advisory services offered, in states where licensed, through E.K. Riley Investments, LLC., Member FINRA/SIPC, Broker Dealer and an SEC Registered Investment Advisor. Koonce Financial is independent of E.K. Riley Investments, LLC. CA#0481515.

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