It's time for your FREE 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!
We want to help you achieve your short-term financial goals today, while working toward your long-term goals for the future.

Complimentary Report!


Request your free report about how you can change your retirement story!

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 for over 20 years to help meet their financial goals through the use of investment and 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

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 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. Receive a $100 discount on a family living trust!
» Get More Info
We are insurance licensed in the states of California, Nevada and Texas.

Investment advice is offered by Horter Investment Management, LLC, a Registered Investment Adviser. Insurance and annuity products are sold separately through Kobrin Financial Services. Securities transactions for Horter Investment Management clients are placed through Pershing Advisor Solutions, Trust Company of America, Jefferson National Monument Advisor, Fidelity, Security Benefit Life, FC Stone and Wells Fargo Bank, N.A.

Our firm is an investment adviser registered with the state of California. Due to various state regulations and filing requirements, our firm and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements.

Our firm does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. The purpose of this website is to provide the public with general information about the services offered by our investment advisory firm.
Kobrin Financial & Insurance Services continuously monitors its filing requirements in California, and will provide individualized advisory services only in accordance with state regulations.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

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, Estate Planning, Family Trust Planning, Money Management, Financial Consulting, John Hancock, Annuities, Retirement Planning, Alternative Long Term Care, Santa Rosa, Sonoma County CA


Kobrin Financial Services | Financial Planner, Estate Planning, Financial Advisor, Money Management, Portfolio Management, Family Trust Planning, Financial Consulting, Retirement Planning, John Hancock, Annuities, Investment Management, Financial Analysis, Alternative Long Term Care, Roseland, Rohnert Park, Windsor, Healdsburg, Petaluma, Sonoma, Novato, Napa, American Canyon, San Anselmo, San Rafael, Vallejo, Clearlake, Larkspur, Corte Madera, Sebastopol, Cloverdale, Kentwood, Sonoma County CA, California | 190 Wikiup Drive, Santa Rosa CA 95403 | (707) 566-6775 or Toll Free (888) 883-4415