Our History

In 1960, John F. Lococo (senior) started First Street Insurance Agency. Over time the business evolved into a full-service wealth management firm that serves individuals and businesses throughout the Bay Area. In 2018, First Street Wealth Advisors was launched as a separate entity to better reflect the services we provide.

Our Team

John E. Lococo

Executive Financial Wealth Advisor

Christopher J. Lococo

Financial Wealth Advisor

Ally Mozeleski

Administrative Assistant

Our Community

We are proud to support and sponsor various organizations in our community, including:

Sacred Heart

Sacred Heart’s mission is to build a community free from poverty by creating hope, opportunity, and action. They provide essential services, work together to improve lives, organize for justice, and inspire the community to love, serve, and share.


Homeward Bound of Marin

Homeward Bound of Marin is the primary provider of Marin County homeless shelters and services for homeless families and individuals in Marin, California.


Have questions?

Our dedicated team is here to help