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

Fabulous night watching Sister Act at 6th street playhouse with 170 clients/guests 💜
06/01/2026

Fabulous night watching Sister Act at 6th street playhouse with 170 clients/guests 💜

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 😊💜 

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

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