You, Your Family, Your Future
We create custom financial strategies that help give you and
your family comfort today and confidence in tomorrow.
ThreeBestRated's 2024 Top 3 Financial Services in Santa Rosa, CA!
"Three Best Rated®” is an annual survey conducted by Three Best Rated® and is based on a 50-point inspection, including reviews, business reputation, cost, satisfaction, and general excellence. The award is not representative of any one client’s experience and is not indicative of future performance.
Your Next Chapter Is Our No. 1 Priority
We know how important your family is to you. How? Because we know how important our family is to us.
Our family-owned firm has been making a difference in the lives of our clients and in our community for more than 30 years. We want to make a difference for you and your family as you strive toward life’s next phase.
Whether you want to lose yourself in a new venture, love on your grandkids or leave a legacy that lasts — or do all of that and more — we can help turn your dreams into realities.
Get Started in 3 Easy Steps:
We’re here to help you feel confident in your financial future.
Evaluate
Using the Kobrin Financial Plan, we’ll examine your current financial situation and determine your retirement needs.
Plan
Receive a custom strategy to help you reach your unique retirement goals.
Election Uncertainty?
From changes in tax laws that could affect retirement accounts, shifts in health care policy impacting the costs of future care and broad economic changes that could influence the performance of the stock market, presidential elections inevitably bring about change and uncertainty. This guide explores:
- The impact of presidential elections on the stock market
- How campaign promises could potentially affect your finances
- How the years preceding elections can maybe provide some clues about their potential impact
Dylan Evans, Sharon Kobrin Evans, and Don Kobrin
Meet Our Family
With three family generations represented at Kobrin Financial & Insurance Services, we understand what it means to pass on a legacy from one generation to the next. We not only want to be there for you, but we also want to be there for your children and grandchildren — just like you have been there for them.
Our mission in the formation of a financial plan is to help enhance and grow your wealth, and to help protect and preserve the value of your assets. We believe a well-informed individual will make better financial decisions.
WHAT'S YOUR
RISK NUMBER?
Capture your risk tolerance and see if your portfolio fits you.
Kobrin Financial and Insurance Services, AEWM, and Nitrogen Wealth Inc. f/k/a Riskalyze Inc. (Nitrogen) are not affiliated companies. Neither Kobrin Financial and Insurance Services nor AEWM can guarantee the accuracy or completeness of the Nitrogen software or outputs. Nitrogen is intended to be used as a tool in designing a financial portfolio.
Rather Meet One-on-one?
Schedule a meeting with one of our team members to create your financial strategy today. Or give
us a call at (707) 566-6775.