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    Discover the many opportunities available to help secure your financial future through the use of insurance and investment products.
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    Wealth Management

    In association with Global Financial Private Capital, we aim to offer actively managed portfolios to help the long-term income planning that our clients need. We can offer low- to moderate-risk portfolios and equity portfolios.

    These are the investment platforms that we are currently offering. They are diversified in both risk and portfolio management.

    Contact us at (707) 566-6775 or email us to discuss the platforms that we offer above so we can provide more information about our Wealth Management opportunities.

    Managed Accounts - Global

    Clark Capital - Focus on managing risk and providing meaningful diversification while actively seeking global capital market opportunities

    Astor Long/Short - Seeks to provide positive returns during market expansions by purchasing long equity ETFs while conversely utilizing short equity ETFs during contraction periods

    Conservative Income with Growth - Seeks to deliver income by investing in a variety of investment vehicles, i.e. Bond Funds, Exchange Traded Funds (ETFs), & Closed-End Mutual Funds, in asset classes where the balance of risk and return potential is attractive

    Braver - Tactical allocations between ETF/MF and cash that track high yield income bonds and money markets

    Astor S.T.A.R. - Invests in Domestic Sectors and Assets which have the potential to outperform broader market indices

    Federated - Seeks to deliver a dividend yield that is higher than the broad market, to invest in companies that are positioned to increase dividend distributions over time, and to pursue competitive performance in both up and down markets.

    By contacting us you may be offered insurance and/or investment products for sale.

    Complimentary Report!
    "Roadmap to Retirement Income”
    This guide will help you construct your retirement income strategy.
  • This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.
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    We are insurance licensed in the states of California, Nevada and Texas.

    Global Financial Private Capital has no affiliation with the website represented. Global Financial Private Capital is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein.

    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered through Global Financial Private Capital. This website is intended to provide general financial information and is not written or intended as tax or legal advice. Individuals should seek advice from their own tax or legal counsel for their particular situation. Donald Kobrin, Sharon Evans and Global Financial Private Capital, LLC do not provide tax or legal advice. 

    The 10 Things to Know About Planning Your Retirement Income and Changing Story of Retirement reports are provided for informational purposes only. They are not intended to provide tax or legal advice. By requesting these reports you may be provided with information regarding the purchase of insurance and investment products in the future.

    Financial Planner, Financial Advisor, Money Management, Financial Consulting, John Hancock, Annuities, Retirement Planning, Alternative Long Term Care, Santa Rosa, Sonoma County CA

    Kobrin Financial Services | Financial Planner, Financial Advisor, Money Management, Portfolio Management, Financial Consulting, Retirement Planning, John Hancock, Annuities, Investment Management, Financial Analysis, Alternative Long Term Care, | 190 Wikiup Drive, Santa Rosa CA 95403 | (707) 566-6775 or Toll Free (888) 883-4415