It's time for your financial check-up! Request a no-obligation meeting today with Don or Sharon to discuss your financial future and the possible role of insurance and investments in your financial strategy!
Call Us Call Us
Phone: (707) 566-6775 / service@kobrinfinancialservices.com / Visit Us!
We want to help you achieve your short-term financial goals today, while working toward your long-term goals for the future.

Complimentary Report!


Learn 10 important variables to consider as you create a sound retirement income strategy for the days ahead!

Meet Don & Sharon

The Father and Daughter team of Kobrin Financial & Insurance Services

Kobrin Financial & Insurance Services has been working with friends and neighbors throughout the greater Santa Rosa area to help meet their financial goals through the use of insurance strategies. 

About Our Firm

Kobrin Financial & Insurance Services

 Kobrin Financial & Insurance Services has been working with friends and neighbors throughout the greater Santa Rosa area to help meet their financial goals through the use of insurance and investment products. 

Kobrin Financial

Financial planning and financial consulting services. Long-term financial success does not happen by chance. Each area of your finances can have an impact on your other goals, and understanding the interaction of your finances with other aspects of your life is key as you deal with ongoing economic issues. At Kobrin Financial we look at your current financial picture and your goals for the future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving those financial goals is greatly increased. Our mission in the formation of a financial plan is to enhance and grow your wealth and to protect and preserve the value of your assets. Our services include money & portfolio management, annuities and long term care alternatives that provide benefits both as a living and a death benefit. Santa Rosa, Sonoma County CA

Kobrin Financial

specializes in expert financial planning and financial consulting services. Long-term financial success does not happen by chance. Each area of your finances can have an impact on your other goals, and understanding the interaction of your finances with other aspects of your life is key as you deal with ongoing economic issues. At Kobrin Financial we look at your current financial picture and your goals for the future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving those financial goals is greatly increased. Our mission in the formation of a financial plan is to enhance and grow your wealth and to protect and preserve the value of your assets. Our services include estate planning, family trust planning, retirement planning, money & portfolio management, annuities and long term care alternatives that provides benefits even if the health care benefits are not used in the lifetime of the insured. Santa Rosa, Sonoma County CA
Our Focus
» Retirement Income Strategies
» Wealth Accumulation
» Annuities
» Life Insurance
» Asset Protection
» Our Services
Kobrin Kronicle
» View examples of past Kobrin Kronicle articles written by Don Kobrin. These are published bi-annually. If you would like to receive future copies of the Kobrin Kronicle, click the button below!
» View our Articles
Family Trust
» We’re committed to helping you make informed decisions about your financial future.
» Get More Info
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