Sandra L Kobel, CFP®, CLU®, ChFC®

Rochester, New York

Contact this Expert Witness

  • Company: Kobel Financial Planning
  • Phone: 585-381-8100
  • Fax: 585-381-8792
  • Website: www.sandrakobel.com

Specialties & Experience of this Expert Witness

General Specialties:

Financial

Specialty Focus:

CFP, CLU, ChFC, Financial Planning, Retirement, Registered Investment Advisor, Investments, Insurance, Financial Products, Securities, Retirement Planning, Income Planning, Asset Allocation, Long-Term Care

Education:

Bachelor's of Science , University of Massachusetts ; Certified Financial Planner®,, Certified Financial Planner Board of Standards, Inc.; Chartered Life Underwriter®, American College of Financial Services ; Chartered Financial Consultant®, American College of Financial Services

Years in Practice:

20+

Additional Information

Sandra L. Kobel is an independent Certified Financial Planner®, Chartered Life Underwriter® and Chartered Financial Consultant® specializing in retirement planning. Her experience in a variety of capacities leads to a diverse and comprehensive knowledge base in the financial services industry and personal planning. Her boutique firm, Kobel Financial Planning, advises clients on retirement decisions - how to structure a successful, secure retirement through investments, asset allocation, income planning, long-term care, life insurance and estate planning. Ms. Kobel began her career at State Mutual of America, marketing a variety of financial products. This experience led to a robust, diverse, and comprehensive understanding of the inner workings of multiple financial products and their applications. At Capital Analyst Planning Group, she worked as an independent contractor, providing comprehensive financial planning to executives and businesses owners. At a 70-person regional CPA firm, she worked in conjunction with CPA's guiding clients making tax wise investment decisions. Prior to working independently, she supported up to 120 people providing technical sales support for financial products at HSBC. Holding the following licenses: Series 6 - Investment Company Products/Variable Contracts, Series 7 - General Securities Representative, SIE - Securities Industry Essentials, Series 63 - Uniform Securities Agent State Law, Series 65 - Uniform Investment Adviser Law and a New York State Life, Health, Accident and Variable Annuity. She is licensed in multiple states and earned a Bachelor of Science degree from the University of Massachusetts.