Let's discuss your financial goals and insurance needs.
I'm here to provide personalized service and expert guidance.
Get in Touch
Ready to take the next step toward financial security? I'm here to answer your questions, provide guidance, and help you find the right solutions for your unique situation.
Whether you're interested in health insurance, Medicare, life insurance, travel insurance, or comprehensive financial planning, I provide personalized service and expert advice you can trust. With over 18 years of experience serving the Los Osos community and Central Coast, I understand the unique needs of local families and businesses.
Send Me a Message
Fill out the form below and I'll get back to you as soon as possible. I typically respond within one business day.
Contact Information
Phone
(805) 528-4358Fax: (805) 528-8140
Leave a message if I'm with a client—I'll call back promptly
Office Location
2106 9th StreetLos Osos, CA 93402
CA License #0E26264
Convenient Central Coast location
Business Hours
Monday - Thursday9:00 AM - 3:00 PM
Appointments available outside regular hours by arrangement
About David Ion, LUTCF, FSS
David Ion has been serving the Los Osos community and surrounding areas for over 18 years. As a local resident for more than 50 years, David understands the unique needs of Central Coast families and businesses.
Professional Designations
- LUTCF - Life Underwriter Training Council Fellow
- FSS - Financial Services Specialist
Certifications & Licenses
- Certified Covered California Agent
- Licensed Insurance Agent - California (License #0E26264)
Areas of Expertise
- Health Insurance (Individual, Family, Group, Medicare)
- Life Insurance & Disability Income Protection
- Long Term Care Insurance
- Travel Insurance
- Dental & Vision Insurance
Schedule a Complimentary Consultation
I offer free, no-obligation consultations to help you:
- Understand your insurance and financial planning options
- Review your current coverage and identify any gaps
- Get personalized recommendations based on your unique situation
- Learn about life insurance policy review options
- Explore Medicare enrollment and plan options
- Review long term care planning strategies
Contact me today to schedule your complimentary consultation. I look forward to helping you achieve financial security and peace of mind.
Serving the Central Coast
While my office is located in Los Osos, I proudly serve clients throughout San Luis Obispo County and beyond, including:
Local Communities
- Los Osos
- Morro Bay
- Baywood-Los Osos
- San Luis Obispo
County-Wide Service
- Paso Robles
- Atascadero
- Pismo Beach
- Arroyo Grande
- Grover Beach
- Templeton
Statewide Coverage
As a licensed California insurance agent and Covered California certified agent, I can serve clients throughout California for health insurance, Medicare, life insurance, and financial planning services.