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Kobrin Financial Services Employee Directory

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.

Find Kobrin Financial Services employees' phone numbers or email addresses

Kobrin Financial Services Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Kobrin Financial Services's Leadership

  • Stylized image of a person
    S. K. E.
    President And Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. K.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. E.
    Investment Adviser Representative
    Phone icon
    Mobile Phone

Kobrin Financial Services Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Kobrin Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. K. E.
    President And Owner
    Phone icon
    Mobile Phone
    United StatesCalifornia
    May 22, 2025
  • Stylized image of a person
    B. K.
    Owner
    Phone icon
    Mobile Phone
    United StatesCalifornia
    Oct 21, 2024
  • Stylized image of a person
    D. E.
    Investment Adviser Representative
    Phone icon
    Mobile Phone
    United StatesCalifornia
    Jun 14, 2025

Frequently Asked Questions

What is Kobrin Financial Services known for?

Minus sign iconPlus sign iconKobrin Financial Services operates in the Financial Services industry. The company's main headquarters is located in 4849 Old Redwood Highway Santa Rosa, California 95403 United States; you can contact the main corporate office by phone at
+1-707-566-****
. Explore Kobrin Financial Services's company overview page for more information.

What is Kobrin Financial Services's most common email format?

Minus sign iconPlus sign iconKobrin Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kobrin Financial Services email formats with LeadIQ.

How many employees does Kobrin Financial Services have currently?

Minus sign iconPlus sign iconKobrin Financial Services has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Kobrin Financial Services's key employees and leadership?

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As of July 2026, Kobrin Financial Services's key employees include:

  • President And Owner: S. K. E.
  • Owner: B. K.
  • Investment Adviser Representative: D. E.

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