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Robert Kolb

Verified Expert

Robert Kolb

Fiduciary Advisor · CA, OH, TX, WA

Kolb Financial and Insurance Services

Rocklin, CA

Income PlanningAccumulationSafe GrowthLegacy PlanningHolistic PlanningTax Efficiency

About Robert Kolb

Robert Kolb has been servicing clients in the the Northern California financial services industry since 1997. Rob established Kolb Financial Services in 2007 and began teaching his clients new strategies, optimizing the 100-year-old tax code. Daily Rob continues his thirst for education and knowledge, always striving to be the best. He is the CEO of Kolb Financial & Insurance Services, where he also maintains his life, health, annuity, property, and casualty licenses. Rob is also a Fiduciary and maintains Series 65 as an Investment Advisor Representative with Kolb Wealth Management, LLC. He is a national speaker and author of Keeping Your Wealth Under The Government’s Radar. Rob is a veteran of the USAF and continues to serve his community as an active member and past President of the Rocklin Loomis Basin Rotary Club and past Chairman of the Rocklin Chamber of Commerce.

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