Welcome to Kobata Financial

At Kobata Financial, we believe people are much more likely to achieve their financial goals by developing, implementing, and monitoring a financial plan. We’ve been helping clients for over 20 years through our process:

We aim to exceed your expectations by explaining concepts and ideas in a straightforward, easy to understand manner; continually seeking ways to improve your financial situation; meeting with you on a regular basis to discuss progress and solve problems; respecting your confidences and valuing your business. In short, making it easy for you to do business with us. Please call (805) 460-0597 or email us at nkobata@kobatafinancial.com to set up a complimentary initial consultation.

Check the background of this firm on FINRA’s BrokerCheck