Koby Brand Email & Phone Number

Koby Brand

Financial Consultant & Owner at Legacy Financial Group | Greater Houston

Koby Brand Socials
About Koby Brand

Koby Brand is an accomplished Financial Consultant and Owner at Legacy Financial Group, bringing a wealth of experience and expertise to the financial services industry. With a robust background in Corporate Bonds, Asset Management, Retirement Planning, and Mutual Funds, Koby has established himself as a trusted advisor for clients navigating the complexities of their financial landscapes. His educational foundation, a Bachelor’s Degree in Business, Management, Marketing, and Finance from Metropolitan State University of Denver, complements his practical experience, allowing him to deliver tailored financial solutions that align with each client's unique goals.

In his current role, Koby is deeply committed to addressing the myriad financial concerns that individuals and businesses face today. As a SmartVestor Pro within Dave Ramsey's SmartVestor program, he leverages proven strategies to guide clients through investments, taxes, insurance, and estate planning. Koby's approach is holistic, ensuring that every aspect of a client’s financial health is considered. His proficiency in 401k rollovers and fixed income strategies further enhances his ability to provide comprehensive retirement planning services, helping clients secure their financial futures.

Koby's strong business development skills are evident in his ability to cultivate lasting relationships with clients, empowering them to make informed financial decisions. His leadership in the industry is underscored by his adept use of technology, including Microsoft Office applications, to streamline processes and enhance client communication. As he continues to lead Legacy Financial Group, Koby remains dedicated to helping clients overcome financial challenges, ensuring they achieve their financial aspirations with confidence and clarity.

Koby Brand Work
1 experience icon

Financial Consultant & Owner at Legacy Financial Group in January 2008 to Present

2 experience icon

Financial Advisor at Edward Jones in April 2003 to March 2008

3 experience icon

Regional Vice President at Bayer HealthCare in March 2001 to January 2003

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Koby Brand Education

Metropolitan State University of Denver, Bachelor’s Degree, October 1983 to October 1984

Louisiana State University, Bachelor’s Degree, October 1981 to October 1982

Koby Brand Skills

Investments

Financial Planning

Retirement Planning

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About Koby Brand's Current Company
Frequently Asked Questions about Koby Brand

What is Koby Brand email address?

Email Koby Brand at [email protected] and [email protected]. This email is the most updated Koby Brand's email found in 2026.

How to contact Koby Brand?

To contact Koby Brand send an email to [email protected] or [email protected]. (updated on August 27, 2024)

What company does Koby Brand work for?

Koby Brand works for Legacy Financial Group

What is Koby Brand's role at Legacy Financial Group?

Koby Brand is Financial Consultant & Owner

What is Koby Brand's Phone Number?

Koby Brand's phone +44 ** **** *925

What industry does Koby Brand work in?

Koby Brand works in the Investment Management industry.

Koby Brand Email Addresses

Email Koby Brand at [email protected] and [email protected]. This email is the most updated Koby Brand's email found in 2026.

Koby Brand Phone Numbers

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