Our Firm

Smith Gatschet & Kobrin Financial Group is a full-service financial firm based in Lodi, California and founded in 1987. We provide investment management and planning services for individuals, trusts, corporations, foundations, non-profit associations and qualified pension accounts.  Over the ensuing years, our highly disciplined approach to investing, market evalutation and risk management has attracted a growing number of clients seeking to preserve capital, accumulate wealth and control risk. 


We offer our clients highly personalized, hands-on service to pursue their financial goals and assist them in all areas of their financial lives including but not limited to

  • Investment planning
  • Estate planning
  • Retirement planning
  • Educational planning
  • Insurance planning
  • Income Tax planning


Providing you with sound financial information, we believe you will be better able to identify your goals and make sound decisions to help reach them. 

Please call us if you have any questions about our firm or the range of financial products and services we provide.  Our firm has a relationship with a variety of financial service companies that can be utilized to expand and enhance your goals.