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    Meet Kobrin Financial & Insurance Services

    Donald B. Kobrin | (MBA) Investment Advisor Representative

    Don Kobrin, President of Kobrin Financial & Insurance Services, with more than two decades of experience in estate preservation. His approach involves an in-depth analysis of a client's present and future needs, objectives and goals. The primary focus in Don's formation of a financial strategy is twofold: to help enhance his client's wealth and to help preserve estate value.

    Don is well-regarded by his clients for his integrity and knowledge. Perhaps the greatest joy Don has in working with his clients is finding strategies ideal for their unique financial challenges and  helping protect and grow their assets for this generation and the next.

    Click here to email Don

    Don holds a Resident Insurance Producer in Accident and Health, Series 65 Investment Advisor certification and Life license in California, License No. 0B11534.

    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.


    Sharon B. Evans | Investment Advisor Representative

    Sharon is Don Kobrin's daughter and Vice President of Kobrin Financial. Sharon holds a Bachelor of Science degree in marketing from Pennsylvania State University and joined the firm in 2006. Sharon brings a high level of energy, integrity and enthusiasm to her work and to the clients we serve.

    She completed her Series 65 in 2013. In addition to working side by side with Don, Sharon has branched out to connect with female retirees who may feel more comfortable meeting with a woman financial planner. She is fully prepared to take over the helm someday but, for now, loves having her father, her mentor, by her side.

    Click here to email Sharon

    Sharon holds a Resident Insurance Producer in Accident and Health Series 65 Investment Advisor certification and Life license in California, License No. 0F52133.

    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.

     

    Catherine Stewart-Chatman | Client Service and Marketing Manager

    Catherine is the Client Service Manager and handles the marketing aspects of the business. She joined Kobrin in January 2011. Catherine brings a great deal of financial knowledge to our staff and to our clients.

     

    Brenda L. Kobrin | Life & Health Agent

    Brenda is a licensed Life and Health agent in the state of California, specializing in individual and group health insurance plans, as well as Medicare supplement plans. Email Brenda.

    Brenda holds a Resident Insurance Producer in Accident and Health and Life license in California License No. 0C62105.


    Richard Irwin | Data Processing

    Richard is a retired park ranger and also a client of Kobrin Financial. He is integral in organizing our filing system, as well as updating our company database.

     

    Strategies for Financial Independence

    It is important to feel you have control over your future. At Kobrin Financial & Insurance Services, we offer our experience and knowledge to help you design your own strategy for financial independence.

    Contact us today to schedule a complimentary introductory meeting! Call us at (707) 566-6775 .

    By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

    Complimentary Report!
    "Roadmap to Retirement Income”
    This guide will help you construct your retirement income strategy.
  • This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.
    Our Focus
    » Retirement Income Strategies
    » Wealth Accumulation
    » Annuities
    » Life Insurance
    » Asset Protection
    » Our Services
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    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