Matthew
Cobas
Origin Financial
Answer a few questions and
get matched with an advisor.
About this Advisor
Matthew Cobas is a certified financial planner working in San Diego, California who has 1 year of relevant experience. Cobas currently works for Origin Financial. Throughout their career, they have worked at Honeycutt, Smith & Associates, Marlin Alliance, Wells Fargo Clearing Services, LLC, Msec, LLC, Mariner Wealth Advisors, Kaiyo Wealth LLC, Blend Financial, Inc Dba Origin Financial, Wells Fargo Advisors, LLC, United States Navy, United States Navy Reserves and Commonwealth Financial Network. Cobas has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Origin Financial is an advisory firm operating out of Boston, MA. It controls $478 thousand in total assets among its 23 customer accounts, making it one of the smaller firms in the United States by assets under management. The company has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely vary depending on which services the firm provides the client. Fee types billed by Origin Financial most likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Origin Financial Brokerage Details
$478,000
219
23
$20,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Cobas Work History
Matthew has been registered as a financial advisor for 1 years.*
Blend Financial, Inc Dba Origin Financial
Kaiyo Wealth LLC
Msec, LLC
Mariner Wealth Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Honeycutt, Smith & Associates
Commonwealth Financial Network
Marlin Alliance
United States Navy
United States Navy Reserves
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Cobas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Origin Financial
Grovetown, GA
Boston, MA
Boston, MA
Fort Worth, TX
Boston, MA
Boston, MA
Saunderstown, RI
Culver City, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
