- Business card
- Business class
- Business ideas
- Business license
- Business management
- Business park
- Business plan
- Business school
- Business solutions
- Financial aid
- Financial group
- Financial management
- Financial services
- Financial statements
- Home business
- Personal Finance
- Savings account
- Small business
- Wealth management
Western Wealth Management, LLC. -
Cain Kobert, CFP�
President / Founder
Cain Kobert, CFP� is President and Founder of Rocky Mountain Wealth Management, and has worked extensively in the financial services industry for the past 18 years. He currently holds the Series 7, 24, 31, 63 and 65 FINRA registrations*.
Originally from Michigan, he received a degree in Finance with an emphasis in Economics from Michigan State University. After starting out on the commodity trading floors of the Chicago Mercantile Exchange, he furthered his career as a Financial Advisor with PaineWebber, Morgan Stanley, and Piper Jaffray. Cain is an accomplished CERTIFIED FINANCIAL PLANNER� practitioner. In June of 2006, he started Rocky Mountain Wealth Management allowing himself to independently continue his dedication to helping clients identify and pursue their financial and life goals. He joined the branch in 2012.
Through hard work and diligence, Cain Kobert has been honored as a member of Prudential Annuities Master Council from 2006-2011 for his exceptional achievements in and commitment to retirement income planning. In addition, Cain received the 2013 Five Star Award by Five Star Professional. The Five Star Award recognizes wealth managers who provide quality services to their clients. **
At Rocky Mountain Wealth Management, we are dedicated to positively impacting our clients� lives by helping them grow and protect their wealth, so they can enjoy a life of fulfillment and meaning. Cain is dedicated to providing clients with personalized financial services and quality investment advice.
Cain enjoys spending his time outdoors with his Greater Swiss Mountain Dog, Diesel. He divides his time between Colorado and his vacation home in Wyoming near the Snowy Range Mountains. Cain is also a licensed Instrument Rated Commercial Multi-Engine Pilot and integrates his passion of flying to meet with clients across the United States.
* Series 7, 24, 31, 63 Registrations held through LPL Financial and Series 65 held through Western Wealth Managment, LLC
** Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers.
ROCKY MOUNTAIN WEALTH MANAGEMENT
2505 Walnut Street . 2nd Floor . Boulder, CO 80302
Office:303-444-4415 . Toll Free:888-448-4415 . Fax:303-444-4539
email@example.com . http://www.rmwm.com/
Category: Wealth management