Our Team

Charles W. Smith, MBA - Registered Principal, Securities America, Inc. Financial Advisor, Securities America Advisors, Inc.

After spending a number of years at major Wall Street firms, Chuck founded Smith, Gatschet & Kobrin Financial Group in 1987.  He holds a BA in Finance from the University of the Pacific and an MBA in Finance at Golden Gate University.  He holds a life teaching credential for the California Community College System in all areas of Business Administration.  He is a Registered Principal and Financial Advisor with Securities America, Inc. and currently holds his Series 1, 7, 24 and 63 FINRA licenses.  In addition Chuck is a licensed California Insurance agent for Life, Disability, Long Term Care Insurance and Fixed and Variable Annuties.

Benjamin R. Kobrin, MBA -  Registered Representative, Securities America, Inc., Financial Advisor, Securities America Advisors, Inc. 

Ben joined Smith, Gatschet & Kobrin Financial Group in 2004.  He chose SGK Financial instead of other brokerage-style firms because of our unique family oriented hands on approach to investment planning.  In additional to his investment planning work, Ben is well versed in the complicated rules of STRS, 403(B) plans and Tax Sheltered Annuities.  He is also brings a depth of knowledge about the Social Security system.  He holds a BS in Business Administration and an MBA from California State Unversity, Sacramento.  He currently holds his Series 7 and 63 FINRA licenses and is a California Insurance agent for Life, Disability, Long Term Care Insurance and Fixed and Variable Annuities.

Tamara L. Smith, Office Manager/Client Relations

With over 30 years experience in the securities industry, Tamara brings a depth of knowledge to her managerial duties.  She works closely with our team and clients to ensure the highest level of service is achieved.  She oversees all aspects of our firm including compliance, continuing education, operational systems, transaction processing and customer relations.