Kobrin Financial Services has been serving the financial, insurance and retirement needs of senior clients, and families in Sonoma County since 1991. Our services include, but are not limited to the following:* Family Trust implementation and reviews through our legal team
* Health and financial powers
* Actively managed portfolios
* Fee-based financial planning
* Qualified retirement plan rollovers
* Fixed and Indexed annuities
* Life and Health insurance
* Long-term Care insurance
* Medi-cal planning
* Charitable legacy programs
Served areas
- Sonoma and Napa Counties
Highlights and features
- High level of customer service
People
Donald B. Kobrin
Financial Advisor
Donald B. Kobrin, MBA, Investment Advisor Representative, has been serving clients in Sonoma and Napa counties for over 18 years. In addition to his 2 decades of experience in financial management and insurance products, Don has an extensive background in real estate investing to round out his understanding of clients' needs and options.
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