Coby is a founding partner of Four Oaks Wealth Strategies, an independent financial services firm that has been providing advice to individuals in public service, entertainment, and non-profits for 10 years. Coby’s mission is to help clients achieve financial success by setting achievable, reality-driven goals.
As a CERTIFIED FINANCIAL PLANNER™, he has an obligation to act as a fiduciary in all areas of financial planning and advice, which means always acting in the best interest of his clients. To further his knowledge in behavioral finance, he also became a Credentialed Holistic Financial Coach through the Teachers’ College at Columbia University.
Coby attended the University of Southern California where he graduated Magna Cum Laude with a BA in Psychology. He enjoys spending time with his family, reading, playing pickleball, wine tasting, cooking, and travelling.
CA Insurance License #0L45271