Kolb Wealth Management, LLC

Braden Kolb is a financial advisor with Kolb Wealth Management, LLC in Rocklin, CA. He holds a Series 65 designation and has experience working at Kaiser Permanente from 2011 to 2025 before transitioning to advisory roles starting in 2025. He is also involved in insurance services through Kolb Financial & Insurance Services. Kolb Wealth Management is a small advisory firm that offers non-discretionary asset management and financial planning services to individual clients, focusing on client goals, time horizons, and risk tolerance. The firm uses analytical tools like Monte Carlo simulations and coordinates with third-party managers when appropriate.

Robert Kolb is a financial advisor with Kolb Wealth Management, LLC in Rocklin, CA, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has previously worked at Gradient Advisors LLC and leads Kolb Financial & Insurance Services, an affiliated insurance business. Kolb Wealth Management is a small advisory firm serving individual clients with non-discretionary asset management and financial planning. The firm constructs portfolios based on client goals and risk tolerance and may recommend third-party managers while acting as a liaison and monitoring their performance.