Nathan Cobert personal email
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Heading up Stonebridge Financial Group, a Wealth Management, Retirement and Estate Planning firm located in the Bay Area since 1989, I focus on fee-based Financial Planning and Investment Advisory Services. I am a Certified Financial Planner Professional, (CFP®) and hold the Chartered Financial Consultant, (ChFC) and Certified Life Underwriter, (CLU) professional designations. My professional memberships include The Financial Planning Association and The Redwood Empire Estate Planning Council. Over the last 25 years, I have spoken extensively on Financial Planning, Retirement, Estate Strategies and Investment Management. I am a past Board President of the Sonoma County Senior Advocacy Services and a member of The Marin County Elder Financial Abuse Prevention Community Task Force. I am currently the President of the Terra Linda Rotary Foundation. Specialties: Retirement and Income projections, Wealth Management, Benefits Planning, Estate Planning Strategies
Nathan.Cobert@Equitable.Com
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Certified Financial Planner Tm ProfessionalNathan.Cobert@Equitable.Com 2013 - PresentCFP® and CERTIFIED FINANCIAL PLANNERTM professional are certified marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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Cfp®Stonebridge Financial Group Jul 1998 - Present165 No. Redwood Dr., Ste. 100, San Rafael, Ca 94903CFP® and CERTIFIED FINANCIAL PLANNERTM professional are certified marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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Cfp®Company Renamed From Boyer & Cobert Financial Group Jul 1989 - Feb 2013165 No. Redwood Dr., Ste. 100, San Rafael, Ca 94903
Nathan Cobert Skills
Frequently Asked Questions about Nathan Cobert
What company does Nathan Cobert work for?
Nathan Cobert works for Nathan.cobert@equitable.com
What is Nathan Cobert's role at the current company?
Nathan Cobert's current role is CERTIFIED FINANCIAL PLANNER® professional.
What is Nathan Cobert's email address?
Nathan Cobert's email address is nc****@****ail.com
What skills is Nathan Cobert known for?
Nathan Cobert has skills like Wealth Management, Business Succession Planning, Estate Planning Strategies, Insurance Services, Client Education, Financial Strategy, Retirement Planning Strategies, Tax Efficient Investing Strategies, Annuity Services, Investment Management.
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