Dillon Cobb (CFP®, CPA)

Dillon Cobb focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Divorce Planning
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Financial Planning in Grief. Finances are complex and grief is debilitating. Dillon has the experience, but most importantly he is empathetic to grief.

Additional Information

Dillon is a Fee-Only, fiduciary-standard financial advisor. As a CPA and CFP with more than 15 years in financial planning and tax preparation, he has worked with people at every stage in life, who have varied backgrounds and situations. Dillon worked for another Fee-Only financial planning firm, co-located with a Tax and Accounting firm for 9 years. Then spent 4 years with a large Trust Company handling complex estates and trusts. However, designations and technicalities are not the objective. Life is precious and brief. Dillon is now working for those who acutely recognize this, primarily those healing from loss of a loved one or a divorce.

NAPFA Start Date

October 17, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Call for an Appointment Abilene, TX 79602 Phone: (325) 238-8644