Douglas  Kobak,  CFP<sup>&reg;</sup> - Financial Advisor

Douglas Kobak, CFP®

Senior Advisor & Principal

Main Line Group Wealth Management

101 W Elm St, Ste 420
Conshohocken, PA 19428-4144

Main Line Group Wealth Management

439 N. Ithan Drive
Bryn Mawr, PA 19010
(610) 828-8288 CONNECT WITH Douglas
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General

Douglas Kobak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Main Line Group Wealth Management in Conshohocken, PA and the surrounding communities.

Financial Advisor Overview

I founded Main Line Group to provide an array of services to high net worth families, individuals, and businesses owners. Our services include wealth and asset management services, retirement income planning, financial and estate planning, risk management services, and helping clients with other financial related issues. Every client’s plan in unique to them and their situation, which we will create and manage on an ongoing basis. We will incorporate a client’s plan into our asset allocation, which we will also create and manage on an ongoing basis.

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Financial Advisor Experience

As the Senior Advisor and Principal of MLGWM, I bring over 20 years of experience and a versatile background to the table with more than 19 years as a Certified Financial Planner CFP. We pride ourselves on coupling sophisticated investment philosophies with individual attention and transparency. Prior to launching MLGWM, I spent 17 years at Citigroup as a SVP-Advisor within Citi Family Office, an elite group within Citigroup focused on the firm’s top clients. During this time, I successfully managed more than $250 million and was named as one of the top 25 Wealth Advisors in the Philadelphia region by Barron’s and the Philadelphia Business Journal. My career began at Lehman Brothers on their institutional proprietary trading desks, where I gained extensive trading knowledge and experience.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Succession Planning, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources