Cain Kobert, CFP® is President and Founder of Rocky Mountain Wealth Management, and has worked extensively in the financial services industry for over 20 years. He currently holds the Series 7, 24, 31, 63 and 65 FINRA registrations*.
Originally from Michigan, Cain received a degree in Finance with an emphasis in Economics from Michigan State University. After starting out on the commodity trading floors of the Chicago Mercantile Exchange, he furthered his career as a Financial Advisor with PaineWebber, Morgan Stanley, and Piper Jaffray. Cain is an accomplished CERTIFIED FINANCIAL PLANNER™ practitioner. In June of 2006, he started Rocky Mountain Wealth Management allowing himself to independently continue his dedication to helping clients identify and pursue their financial and life goals.
At Rocky Mountain Wealth Management, we are dedicated to positively impacting our clients lives by helping them grow and manage their wealth, so they can enjoy a life of fulfillment and meaning. Cain is dedicated to providing clients with personalized financial services and quality investment advice. Cain is also a licensed Instrument Rated Commercial Multi-Engine Pilot and integrates his passion of flying to meet with clients across the United States.
* Series 7, 24, 31 and 63 registrations held through LPL Financial and Series 65 registration held through IHT Wealth Management.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.
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