3 Best Financial Services in Santa Rosa, CA

“Kobrin Financial & Insurance Services is a family-owned firm that has been making a difference in the lives of their clients and in the community for more than 30 years. Their mission in the formation of a financial plan is to help enhance and grow your wealth, and to help protect and preserve the value of your assets. They believe a well-informed individual will make better financial decisions. Sharon Kobrin Evans is the owner of Kobrin Financial & Insurance Services. She is focused on helping clients and their families work toward more confident financial futures by building structured yet personalized strategies for retirement. Kobrin Financial & Insurance Services is focused on financial planning and financial consulting services by using a holistic approach to legacy planning. They believe a well-informed individual will make better financial decisions.”

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“Charles Schwab is represented by Patrick Bentivegna, who serves as the firm's Vice President and Senior Financial Consultant. With designations as an Accredited Asset Management Specialist and Accredited Wealth Management Advisor, along with holding Series 4, 7, 9, 10, 63, and 66 Securities Licenses, as well as a Life & Variable Annuity Insurance License in CA, Patrick brings a wealth of expertise to his role. He completed his BS in Business Finance at California State University, Chico. At the Santa Rosa branch, you'll find friendly, personalized assistance from an experienced team. You'll also gain access to expertise, specialists, and insights tailored to help you achieve your specific goals. Working with one of their financial consultants ensures partnering with someone motivated by an authentic desire to help and possessing comprehensive knowledge. They offer workshops to their clients, further demonstrating their commitment to client education and empowerment.”

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“Mark P Dunn is a financial advisor at Edward Jones. He holds his Chartered Financial Consultant (ChFC) designation through The American College for Financial Services. He first spends time learning your goals and understanding your situation in detail. Mark P Dunn needs to know what matters most to you before helping you develop strategies to achieve your financial goals. Edward Jones' financial advisors utilize an organized method to build personal strategies to help you attain your goals. In addition, they will partner with you throughout your life to help keep you on track. Their purpose is to make a positive difference in their clients' lives. There is no cost for an initial consultation.”

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