Koby Brand
Financial Consultant & Owner at Legacy Financial Group | Greater Houston
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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.
Financial Consultant & Owner at Legacy Financial Group in January 2008 to Present
Financial Advisor at Edward Jones in April 2003 to March 2008
Regional Vice President at Bayer HealthCare in March 2001 to January 2003
Regional Sales Manager at PepsiCo in January 1999 to January 2000
Regional Sales Manager at Alberto Culver in January 1996 to January 1999
Regional Manager at The Wine Group in January 1990 to January 1996
District Manager at Playtex Products in January 1985 to January 1990
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Metropolitan State University of Denver, Bachelor’s Degree, October 1983 to October 1984
Louisiana State University, Bachelor’s Degree, October 1981 to October 1982
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Investments
Financial Planning
Retirement Planning
Mutual Funds
401k Rollovers
Roth IRA
Leadership
Customer Service
Microsoft Office
Microsoft Word
Microsoft Excel
College Savings Plans
Alternative Investments
Stock Trading
Municipal Bonds
Corporate Bonds
401k
Certificates of Deposit
Variable Annuities
Fixed Annuities
Retirement Income Strategies
Fixed Income Strategies
Asset Management
Term Life Insurance
Wealth Management
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Discover more about Legacy Financial GroupWhat 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
Koby Brand Phone Numbers
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