Kobrin Financial Services

 
  Meet the Kobrin Financial Services team...     
         
Donald B. Kobrin, MBA
Investment Advisor Representative
CA Ins. Lic. #0B11534

Don Kobrin, president of Kobrin Financial Services, is an estate planning specialist with over a decade 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 plan is twofold:  to enhance his client's wealth and to preserve estate value.

Don is well-regarded by his hundreds of clients for his integrity, competence, and vast knowledge.

Perhaps the greatest joy that Don has in working with clients is sourcing solutions ideal for their unique financial challenges, emphasizing the protection and growth of their assets for this generation and the next.

Investment advice is offered through Horter Investment Management, LLC,a Registered Investment Advisor in Ohio. Insurance products are offered through Kobrin Financial Services. Securities transactions for Horter Investment Management, LLC clients are placed through Pershing Advisor Solutions.


 

 Brenda L. Kobrin, Life & Health Agent
CA Ins. Lic. #0C62105
 
Brenda, Don's wife, and co-owner, is a licensed Life and Health Agent in the State of California and specializes in meeting the insurance needs of individuals, families, and seniors, through annuities, life insurance, individual and group health insurance plans, and Medicare Supplement plans. She also manages the administrative and marketing aspects of the business.



Sharon B. Evans, Financial Sales
CA Ins. Lic. #OF52133

Sharon is Don Kobrin's daughter and his sales assistant; she joined the firm in 2006. Sharon has a Bachelor of Science in Marketing from Pennsylvania State University and we are thrilled to have her as a valued member of our team. She serves as a sales and marketing assistant and brings a high level of energy, integrity, and enthusism to her work on behalf of our clients. 

 

 
Daniel Parun, Life & Health Agent
CA Ins. Lic. #0F19319

Dan is our receptionist, office manager, and customer service associate, expertly and professionally handling the needs of our clients.  He holds a degree in drafting technology from the College of San Mateo and an honarary degree in winemaking.  

 

 
 
 Richard Irwin
 
Richard is a retired park ranger and a client of Kobrin Financial   Services. His role with our company is to keep our files organized and our database up-to-date. 
 
 
 
 
 
Kate Himell
 
Kate is our newest employee. She is a retired nurse and a client of Kobrin Financial. Her role here, besides being a back-up receptionist and general office assistant, is to help get our clients qualified for programs that require medical qualification.
 
 
 
 
Carolyn Marshall, Life & Health Agent
Ins. Lic.#RP100196107
 
Carolyn joined our company to help stay in closer contact with our clients and prospects.  She is experienced in all of the financial products that we offer and is licensed in California (as well as Colorado). She works from her home in Petaluma. 
 
 
 
 
Questions? Comments? Let us help you get started! Give us a call at: 
(707) 566-6775
or
Tuesday, September 7, 2010
~ Kobrin Financial Services * (707) 566-6775 * 190 Wikiup Dr. Santa Rosa, Ca 95403 ~
* * *
NOTE: We are insurance licensed in the states of California, Nevadaand Texas.
Investment advice is offered through Horter Investment Management, LLC,a Registered Investment Advisor in Ohio. Insurance products are offered through Kobrin Financial Services. Securities transactions for Horter Investment Management, LLC clients are placed through Pershing Advisor Solutions.
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 Servicescontinuously monitors its filing requirements in California, and will provide individualized advisory services only in accordance with state regulations.