Meet Kobrin Financial & Insurance Services
Our team is made up of qualified financial professionals who are passionate about
helping individuals and families achieve their ideal retirements.
Sharon Kobrin Evans Owner, President
Sharon Kobrin Evans is the president and owner of Kobrin Financial & Insurance Services. She is focused on helping clients and their families work toward more secure financial futures by building structured yet personalized strategies for retirement.
Sharon is a second-generation financial professional, joining her father at Kobrin Financial & Insurance Services in 2006. Now, she is proud to have taken over the family firm while continuing to build upon the trustworthy foundation he laid.
Sharon holds a Bachelor of Science degree in marketing from Pennsylvania State University. She holds a resident insurance producer license in accident and health, has passed the Series 65 securities exam and is registered as an Investment Adviser Representative, and holds a life insurance license in California (license No. 0F52133).
Don B. Kobrin Founder
Don Kobrin is the founder of Kobrin Financial & Insurance Services and has more than 30 years of experience in estate preservation strategies. His approach involves an in-depth analysis of a client's present and future needs, objectives and goals. The primary focus in Don's formation of a financial strategy is twofold: to help enhance his client's wealth and to help preserve estate value.
Don is well-regarded by his clients for his integrity and knowledge. Perhaps the greatest joy Don has in working with his clients is finding strategies ideal for their unique financial challenges and helping protect and grow their assets for this generation and the next.
Don holds a resident insurance producer license in accident and health, has passed the Series 65 securities exam and is registered as an Investment Adviser Representative, has a Master of Business Administration degree and holds a life insurance license in California (license No. 0B11534).
Annuity and Trust Assistant
Catherine Stewart-Chatman Client Service and Marketing Manager
Brenda L. KobrinLife and Health Agent
CA License No. 0C62105
Richard IrwinData Processing
Ready to Take The Next Step?
For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.