Steven Kobrin, CFP

Steven Kobrin – First Vice President - Investment Officer

With over 15 years of experience as a Financial Advisor, Steven Kobrin brings a deep understanding of wealth planning and investment management to help clients pursue their financial goals. He serves as a First Vice President – Investment Officer with The Kobrin Group of Wells Fargo Advisors and is a CERTIFIED FINANCIAL PLANNER® professional, a certification recognized as a standard of excellence in wealth planning.

The Kobrin Group includes Steven and Howard Kobrin, Managing Director – Investments. Howard was recognized as one of Barron’s Top 1,000 Financial Advisors in 2010. Together, Steven and Howard help provide clients with timely market insights and economic perspectives while focusing on personalized strategies tailored to each client’s unique objectives.

The team offers a comprehensive range of services, including full-scale wealth planning, portfolio construction, and individual investment selection, all designed to help clients work toward achieving their financial goals.

The Kobrin Group is proud to have been recognized as a Forbes Best-in-State Wealth Management Teams from 2023 through 2026.

If you are interested in developing a strategy to pursue your financial goals, contact Steven Kobrin to learn more.


Awards and Recognition

Barron’s Top 1,000 Financial Advisors (2010): Awarded February 2010. Data compiled by Barron’s based on the period from October 2008 to September 2009. (Source: Barrons.com)

Forbes Best-in-State Wealth Management Teams (2023–2026):