Kobrin Financial & Insurance Services
Welcome to the Kobrin Financial & Insurance Services. We are a full-service retirement and estate planning firm based in Santa Rosa, California, and serving the Sonoma County area for over 20 years. Kobrin Financial & Insurance Services has been serving the financial, insurance and retirement needs of senior clients, and families in Sonoma County since 1991.
Donald B. Kobrin, MBA
Investment Advisor
CA Ins. Lic. #0B11534
Don Kobrin, President of Kobrin Financial & Insurance Services, is an estate planning specialist with over 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 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.
We specialize in:
- Retirement Planning
- Retirement plan rollovers
- Guaranteed income for life programs
- Actively managed portfolios
- Long Term Care Alternatives
- Medi-Cal planning
- Charitable legacy programs
- Family Trust implementation and reviews through our legal team
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