Cain Kobert

About Cain Kobert

Cain Kobert, CFP® is the President and Founder of Rocky Mountain Wealth Management…

Experience

1. President

   Rocky Mountain Wealth Management, Llc

   Jun 2006 — Present · Boulder, CO, US

   Rocky Mountain Wealth Management, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available with excellence. For each of our clients we strive to help create financial stability and confidence to provide financial independence.In order to provide individuals and corporations with in-depth professional service, we are committed to:• Providing customized service• Working in partnership to understand your needs and long-term goals• Continually striving to understand your comfort level as an investor• Providing tax-strategic investment advice and comprehensive financial strategiesTo help develop your personalized investment plan, we will:• Compile essential information to evaluate your current assets, income and liabilities, attitude toward risk, financial goals and vision for the future• Assess the asset allocation mix and performance of your current portfolio• Implement your approved plan considering a wide range of investment strategies• Measure and monitor results by meeting to discuss your progress, explore new ideas, and make necessary adjustments

Education

• Michigan State University

  Bachelor of Arts (B.A.)

Skills

• Money Management
• Wealth Preservation Planning
• Wealth Management
• Retirement
• Strategic Financial Planning
• Investments
• Multi-Generational Wealth Transfer
• Cfp®
• Series 7
• Financial Risk
• Insurance
• Series 24
• Securities
• Estate Planning
• Retirement Planning
• Wealth Management Services
• Wealth Accumulation
• Business Management
• Alternative Investments
• Series 31
• Certified Financial Planner™
• Financial Services
• Asset Allocation
• Fixed Annuities
• Series 63
• Financial Planning