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How does the advisor help clients – Key Takeaways:
KOBATA FINANCIAL has a team of experienced and knowledgeable financial experts who provide personalized and comprehensive financial planning and investment management services to their clients. They aim to help clients achieve their financial goals and enhance their overall financial well-being through tailored strategies and solutions.
Facts and Insights
Founded in 2005, KOBATA FINANCIAL has been providing financial advisory services for over 15 years. They have a team of 10 advisors who collectively manage assets worth $500 million for their clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
KOBATA FINANCIAL offers a wide range of financial services to cater to their clients’ diverse needs. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
KOBATA FINANCIAL serves individuals, families, and small businesses. They also cater to high net worth clients who require specialized financial planning and investment management services.
Fees & Compensation
KOBATA FINANCIAL charges a fee-based compensation structure, which means their advisors earn a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients’ and encourages the advisors to grow their clients’ assets.
Background
KOBATA FINANCIAL was founded by John Kobata, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. He leads a team of experienced and highly qualified advisors who are dedicated to providing top-notch financial and investment advice to their clients.
Financial Advisor Disclosures to Know
KOBATA FINANCIAL and their advisors abide by all the regulatory requirements and disclose any potential conflicts of interest to their clients. They follow a strict code of ethics and are committed to providing transparent and honest services to their clients.