Matthew
Cobas

Kaiyo Wealth LLC

CRD#6396310
Investment Advisor
in San Diego, CA

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About this Advisor

Matthew Cobas is a financial advisor based in San Diego, California, working with Kaiyo Wealth LLC. Matthew has previously held positions at Honeycutt, Smith & Associates, United States Navy Reserves, Commonwealth Financial Network, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Msec, LLC, Mariner Wealth Advisors, Kaiyo Wealth LLC, and Origin Investment Advisory LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Matthew is part of Kaiyo Wealth LLC.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Office Location

3511 Camino Del Rio S Suite 200
San Diego, CA 92108

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Matthew Cobas Work History

2022 - Present (3 years)

Origin Investment Advisory LLC

2021 - Present (4 years)

Kaiyo Wealth LLC

2018 - 2018 (< 1 year)

Msec, LLC

2017 - 2021 (4 years)

Mariner Wealth Advisors

2016 - 2016 (< 1 year)

Wells Fargo Advisors, LLC

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Honeycutt, Smith & Associates

2014 - 2016 (2 years)

Commonwealth Financial Network

2011 - 2016 (5 years)

United States Navy Reserves

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.

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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.

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