Cfp® Roman Kobrin

Roman Kobrin, CFP®, is an Investment Consultant at Zacks Investment Management, specializing in assisting high-asset individuals and families in achieving their investment objectives.

With a background in Finance, having studied BS at Illinois State University, Roman Kobrin brings a strong educational foundation to his role.

Roman has held various positions in the financial services industry, including Investment Consultant, Business Development Specialist, and Client Services Specialist at TD Ameritrade.

Prior to his current role, Roman also gained experience as a Financial Advisor at The Heartland Group Financial Strategies, LLC, a Financial Analyst at Innovation Group - Innovation Auto, and an Intern at ACS Healthcare Solutions.

Roman Kobrin values a consultative approach, striving to understand each client's unique situation to tailor customized investment strategies that drive optimal outcomes.

In a constantly evaluated financial landscape, Roman's commitment to comprehensive solutions sets him apart and delivers mutual benefits to all stakeholders.