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.