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Nathan Cobert is listed as CERTIFIED FINANCIAL PLANNER® professional at nathan.cobert@equitable.com, based in San Rafael, California, United States. AeroLeads shows a matched LinkedIn profile for Nathan Cobert.
Nathan Cobert previously worked as CERTIFIED FINANCIAL PLANNER TM professional at Nathan.Cobert@Equitable.Com and CFP® at Stonebridge Financial Group.
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
Listed skills include Wealth Management, Business Succession Planning, Estate Planning Strategies, Insurance Services, and 6 others.
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CFP® 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.
165 No. Redwood Dr., Ste. 100, San Rafael, Ca 94903
CFP® 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.
165 No. Redwood Dr., Ste. 100, San Rafael, Ca 94903
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Nathan Cobert works for nathan.cobert@equitable.com.
Nathan Cobert is listed as CERTIFIED FINANCIAL PLANNER® professional at nathan.cobert@equitable.com.
Nathan Cobert is based in San Rafael, California, United States while working with nathan.cobert@equitable.com.
Nathan Cobert has worked for Nathan.Cobert@Equitable.Com, Stonebridge Financial Group, and Company Renamed From Boyer & Cobert Financial Group.
You can use AeroLeads to view verified contact signals for Nathan Cobert at nathan.cobert@equitable.com, including work email, phone, and LinkedIn data when available.
Nathan Cobert is listed with skills including Wealth Management, Business Succession Planning, Estate Planning Strategies, Insurance Services, Client Education, Financial Strategy, Retirement Planning Strategies, and Tax Efficient Investing Strategies.
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