Kobrin Financial Services Email Format

Financial ServicesCalifornia, United States2-10 Employees

Kobrin Financial Services delivers financial planning and consulting with an emphasis on legacy planning. The practice aims to help clients coordinate long-term goals with estate considerations through an integrated approach. It is a small firm based in Santa Rosa, California, operating in the financial services sector. Investment advisory offerings are provided through AE Wealth Management, LLC, a registered investment adviser.

The focus on legacy planning alongside standard planning tasks indicates a scope that covers both current financial management and future planning needs. By leveraging AE Wealth Management's advisory platform, the firm uses third-party investment solutions within a regulated framework that is common in the financial services industry.

Sign up for free to view info

Company overview Employee directory