We are insurance licensed in the states of California, Nevada and Texas.
Investment advisory services offered through AlphaPeak Capital, LLC (“APC”), d/b/a for AlphaPeak Wealth, LLC in AZ and NE, an SEC-Registered Investment Adviser. SEC registration does not imply a certain level of skill or training Kobrin Financial & Insurance Services and APC are not affiliated entities. One or more individuals at Kobrin Financial & Insurance Services are registered as investment adviser representatives of APC with certain state securities divisions. Investment adviser representatives receive fee-based compensation in exchange for soliciting investment advisory services provided by APC on behalf of Kobrin Financial & Insurance Services clients. Additional information regarding the specific investment advisory services and products offered by APC can be found within APC’s Form ADV Part 2A Brochure (“the Brochure”) available on APC’s website http://alphapeak.com.
In addition to providing certain investment advisory services on behalf of APC as described in the Brochure, individuals associated with Kobrin Financial & Insurance Services and the Kobrin Financial & Insurance Services itself may provide or offer to its clients certain other products or services outside APC’s or its affiliates’ supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by Kobrin Financial & Insurance Services and are not endorsed, provided, offered or supervised by APC or its affiliates.
This website may contain concepts that have tax, accounting and legal implications. This material is for informational purposes only. It is not intended to provide tax, accounting or legal advice or to serve as the basis for any financial decisions. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting and legal matters. Individuals also are advised to verify that the host of this website is qualified to provide tax and/or legal advice. APC does not provide tax or legal advice and, as such, does not endorse, review or supervise the website in connection with any tax or legal advice. If you base a decision on information contained on this website, you will be solely responsible for that decision.
This website (and its content within) is hosted and updated by Advisors Excel, an independent, third party entity that is not affiliated with or controlled by APC. As such, APC does not control this website and is not responsible for the views and opinions contained herein, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content, and does not recommend or endorse any specific information herein.
This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security or other financial instrument, nor does it constitute an offer to provide investment advisory or other services by APC. Nothing contained on this website constitutes investment advice or offers any opinion with respect to the suitability of any security, and the views expressed on this website should not be taken as advice to buy, sell or hold any security. An investment in a product or service described herein may not be suitable for all investors and should only be made on the basis of the relevant offering documents and their terms and conditions. If you base a decision on information contained on this website, you will be solely responsible for that decision. You should obtain relevant and specific professional advice before making any investment decision.
The Trump Tax Laws Guide is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting the report you may be provided with information regarding the purchase of insurance and investment products in the future.
The “10 Things to Know About Planning Your Retirement Income” and “Changing Story of Retirement” reports are provided for informational purposes only. They are not intended to provide tax or legal advice. By requesting these reports you may be provided with information regarding the purchase of insurance and investment products in the future.
CA License No. 0F52133
CA License No. 0B11534
CA License No. 0C62105
CA License No. 0H40855
Financial Planner, Financial Advisor, Money Management, Financial Consulting, John Hancock, Annuities, Retirement Planning, Alternative Long-Term Care, Santa Rosa, Sonoma County CA
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.