Christopher Dobson is a CFP® with 30 years of experience in financial advising, currently serving as the principal at Dobson Asset Management since 1994. He holds a Series 63 license and manages family investments through Dobson Land Management, LLC, where he acts as managing member. Dobson Asset Management is a fee-only investment management firm that serves individuals nearing or in retirement as well as small business pension trusts. The firm employs diversified portfolios with an emphasis on third-party money managers, mutual funds, ETFs, and separate account managers, offering both discretionary and non-discretionary investment management along with financial consulting.

Samuel Dobson is a financial advisor at Dobson Asset Management in Petaluma, CA, holding a Series 65 designation with seven years of industry experience. He has been with Dobson Asset Management since 2015. Dobson Asset Management is a fee-only investment management firm that primarily serves individuals near or in retirement and small business pension trusts. The firm offers retirement planning, portfolio design, and ongoing management with an emphasis on diversified portfolios using third-party managers and a mix of mutual funds, ETFs, and individual securities, managing approximately $218 million for 158 clients.