Kobrin Financial Services

Kobrin Financial Services Kobrin Financial is a multi generation family owned financial planning company
www.CanyouRetire.com AEWM does not offer insurance products. CA Firm Ins.

We are a full-service retirement and legacy planning firm based in Santa Rosa, California. We focus on retirement and legacy planning through portfolio management, qualified plan rollovers, trusts, & lifetime income streams. Insurance products are offered through the insurance business Kobrin Financial & Insurance Services. Kobrin Financial & Insurance Services is also
an Investment Advisory pract

ice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. The insurance products offered by Kobrin Financial & Insurance Services are not subject to Investment
Advisor requirements. License
2924863 - 3/25

Please help us wish Dylan the very happiest of birthdays!
03/27/2026

Please help us wish Dylan the very happiest of birthdays!

01/21/2026

A special thank you to Nicole Myers and all of the guests that attended our osteoporosis workshop yesterday. The feedback has been incredible and we will bring her back again for a future event. 

01/11/2026

We are ready to launch our next series of fun bring a friend events so please stay tuned to upcoming emails first one comes out this week! We also have a very special announcement coming in the next few days please watch your emails 😊💜 

We are excited to introduce the start of our holiday charity drive! This year we are working with Our Village Closet to ...
10/20/2025

We are excited to introduce the start of our holiday charity drive! This year we are working with Our Village Closet to help give back this holiday season.

OVC is dedicated to improving the lives of youth and families in foster care by providing no-cost essentials, comfort items, support, and community connections. Throughout the year, OVC runs a special store where eligible families can “shop” free of charge for the items they need most. OVC is collecting toys, essentials and other items to make this holiday season special.

We will be collecting items for donation here at our office from Today, October 20th through Thursday, October 30th. Please note our office is closed Friday-Sunday.

4849 Old Redwood Hwy. Santa Rosa, CA 95403

If you have been to our office over the last few years then you will recognize this face. Join us in wishing one of our ...
09/04/2025

If you have been to our office over the last few years then you will recognize this face. Join us in wishing one of our office greeters Gritty a very happy 6th birthday!

Life is sweeter with ice cream! Celebrate by treating yourself to your favorite scoop. Sharon's favorite flavor of ice...
07/20/2025

Life is sweeter with ice cream! Celebrate by treating yourself to your favorite scoop. Sharon's favorite flavor of ice cream is Mint Chocolate Chip. What is yours?

Did you know “breaking the bank” began when gamblers emptied a casino’s chip stash? Stay tuned for more financial fun fa...
07/16/2025

Did you know “breaking the bank” began when gamblers emptied a casino’s chip stash? Stay tuned for more financial fun facts in the near future!

Did you know the U.S. once printed $500–$10,000 bills for bank transactions? Stay tuned for more financial fun facts in ...
07/10/2025

Did you know the U.S. once printed $500–$10,000 bills for bank transactions? Stay tuned for more financial fun facts in the near future!

Happy 4th of July! Whether you’re celebrating with fireworks, family, or quiet reflection, today reminds us all to appre...
07/04/2025

Happy 4th of July!

Whether you’re celebrating with fireworks, family, or quiet reflection, today reminds us all to appreciate the spirit of togetherness and the joys of summer.

Wishing you a safe and meaningful holiday filled with good company, great food, and lasting memories.

National Financial Freedom Day is more than a date on the calendar—it’s a reminder that freedom isn’t just political or ...
07/01/2025

National Financial Freedom Day is more than a date on the calendar—it’s a reminder that freedom isn’t just political or personal... it’s financial too.

Financial freedom can look different for everyone:
🕊️ Less debt
🧭 More choices
🧘‍♂️ Peace of mind
🎯 A clear path forward

Whatever it looks like for you, remember: financial freedom is built one intentional step at a time!

Make sure you are on par with your financial goals!
04/11/2025

Make sure you are on par with your financial goals!

Address

4849 Old Redwood Highway
Santa Rosa, CA
95403

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm

Website

http://www.canyouretire.com/

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