Kobrin Financial Services Information

View Top Employees from Kobrin Financial Services

Kobrin Financial & Insurance Services focuses on financial planning and financial consulting services by using a comprehensive approach to legacy planning. Investment advisory products and services made available though AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 2546622 - 8/24

Website	http://www.canyouretire.com
Revenue	$6 million
Employees	4 (3 on RocketReach)
Address	4849 Old Redwood Hwy, Santa Rosa, California 95403, US
Phone	+1 707-566-6775
Industry	Financial Services, Insurance
Keywords	Financial Planning, Retirement Planning, Financial Advisor, Legacy Planning, Estate Planning, Wealth Management, Investment Advice, Financial Consulting, Retirement Planning Services, Investment Planning, Estate Planning Attorney, Financial Services, Retirement Planning Strategies, Tax Planning, Insurance Services, Long Term Care Planning, Wealth Preservation, Asset Allocation, Risk Management, Financial Security
Competitors	Fidelity Investments, Vanguard, Schwab Advisor Services, Merrill Lynch, Edward Jones, Financial Services Company, Raymond James, T. Rowe Price, Betterment, Wealthfront +40 more (view full list)
SIC	SIC Code 615 Companies, SIC Code 61 Companies
NAICS	NAICS Code 52 Companies, NAICS Code 522320 Companies, NAICS Code 52232 Companies, NAICS Code 5223 Companies, NAICS Code 522 Companies

Kobrin Financial Services Questions

What is the annual revenue of Kobrin Financial Services?

The Kobrin Financial Services annual revenue was $6 million in 2026.

Who is the President and Owner of Kobrin Financial Services?

Sharon Evans is the President and Owner of Kobrin Financial Services.

How many people are employed at Kobrin Financial Services?

3 people are employed at Kobrin Financial Services.

Where is Kobrin Financial Services based?

Kobrin Financial Services is based in Santa Rosa, California.

What is the NAICS code for Kobrin Financial Services?

The NAICS codes for Kobrin Financial Services are [52, 522320, 52232, 5223, 522].

What is the SIC code for Kobrin Financial Services?

The SIC codes for Kobrin Financial Services are [615, 61].

Top Kobrin Financial Services Employees

Sharon Evans

President and Owner at Kobrin Financial Services

Santa Rosa, CA, US
2
- kobrinfinancialservices.com
- browardschools.com
3
- +1 512-573-XXXX
- +1 510-886-XXXX
- +1 707-332-XXXX
Dylan Evans

Investment Adviser Representative at Kobrin Financial Services

Santa Rosa, CA, US
3
- kobrinfinancialservices.com
- guayaki.com
- browardschools.com
2
- +1 510-886-XXXX
- +1 512-573-XXXX
Richard Irwin

Data Base Manager at Kobrin Financial Services

Santa Rosa, CA, US
1
- kobrinfinancialservices.com
1
- +1 707-536-XXXX