David Kobe

David Kobe


1001 Bayhill Drive, Suite 200, San Bruno, CA 94066

Ph 650.449.8796  


David H. Kobe is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He is both a Registered Representative and Investment Advisor Rep with Protected Investors of America, a regional securities Broker/Dealer. David holds a Bachelor of Arts degree in economics. He has been a Tax Accountant since 1973 and is an Enrolled Agent, which allows him to represent taxpayers before the Internal Revenue Service. He holds licenses in Life and Disability Insurance and Variable Annuities. He has spoken before professional and church groups on various tax and financial planning topics as well as on KGO radio. Mr. Kobe is a member of the Association of Enrolled Agents (former Vice President) and the International Association for Financial Planning (former Treasurer).

Visit his website at: www.dkobe.com

Check the background of this investment professional on FINRA's BrokerCheck

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