Kobrin Financial Services

Kobrin Financial Services

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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

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. 

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!

01/11/2025

Social Security Fairness Act: A Victory for Public Servants

In a landmark victory for millions of retirees, President Biden recently signed the Social Security Fairness Act into law on January 5th. This significant legislation repeals two long-standing provisions that reduced Social Security benefits for many public servants:

Windfall Elimination Provision (WEP): This provision significantly reduced Social Security benefits for individuals who worked in both Social Security-covered and non-covered employment (like some government jobs) and received a pension from the non-covered work.

Government Pension Offset (GPO): This provision reduced spousal or survivor Social Security benefits for individuals who earned a pension from a government job not covered by Social Security.

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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