Our Team

Charles W. Smith | Registered Principal and Financial Advisor, National Planning Corporation

After spending a number of years at major Wall Street firms Chuck founded Smith, Gatschet and Kobrin Financial Group, an independent advisory firm, in 1987. As the principal member of SGK Financial, Chuck’s emphasis is on retirement planning for individuals and investment management for corporations and foundations.

Chuck holds a BA in Finance from the University of the Pacific as well as an MBA in Finance from Golden Gate University. He holds a life teaching credential for the California Community College System in all areas of Business Administration. He is a Registered Principal and Financial Advisor with National Planning Corporation and currently holds his Series 7, 24, and 63 FINRA licenses. In addition, Chuck is a California licensed Insurance Agent for Life, Disability, Long Term Care, Fixed and Variable Annuities. CA Insurance License No. 0437225

Chuck spent 15 years teaching evenings at San Joaquin Delta College in the area of Investment Decision Making. He also spent 15 years as a Level I Reserve Deputy Sheriff for San Joaquin County. He has spent several years as a member and chairman of the San Joaquin Juvenile Justice and Delinquency Prevention Commission. He spent 4 years as a senatorial-appointed member of the Duell Vocational Institution Advisory Council. He is an instrument rated private pilot. Chuck resides in Morada, California with his wife, Tamara. He has four children and four grandchildren.

Phone: (209) 474-1602
Toll Free: 888.474.1602
Fax: (209) 474-8760

Email Chuck at Charles.Smith@natplan.com.


Benjamin Robert Kobrin | Registered Representative, National Planning Corporation

Ben joined Smith, Gatschet & Kobrin Financial group in the Spring of 2004. He chose SGK Financial instead of other brokerage-style firms because of our family oriented, hands on approach regarding retirement planning. In addition to the general planning work that he does, Ben has focused on helping educators plan for their future. Over the years he has hosted over 25 lectures and met with hundreds of educators to explain their unique retirement options. As a result, Ben is well versed in the complicated rules of STRS, 403(B) plans, Tax Sheltered Annuities and other educator-specific investment opportunities.

Ben is a fully licensed Registered Representative and Financial Advisor with National Planning Corporation and currently holds his Series 7, General Securities Registration, as well as the Series 63, California State Securities Registration at NPC. In addition, Ben is a California licensed Insurance Agent for Life, Disability, Long Term Care, Fixed and Variable annuities. CA Insurance License No. 0E44413.

Ben holds a Bachelor of Science Degree in Business Administration with an emphasis in Marketing and an MBA from California State University, Sacramento.

Born and raised in Stockton, Ben enjoys being able to continue serving and educating his community. He still resides in Stockton with his wife, Sophia, and his two young children, Jacob and June.

Phone: (209) 474-1602
Toll Free: 888.474.1602
Fax: (209) 474-8760

Email Benjamin at Benjamin.Kobrin@natplan.com.


Bruce D. Gatschet | Marketing Associate, National Planning Corporation

Bruce D. Gatschet joined the practice of Charles W. Smith in June, 1992 and has been a registered representative since 1977. Prior to joining SGK Financial, Bruce was an account executive at A.G. Edwards in Stockton. Previous affiliations include Merrill Lynch and Prudential Securities in Stockton. With more than 30 years experience in the securities industry, including 18 with SGK, we have grown our practice on the confidence of our clients.

A Stockton native, Bruce holds a Bachelor of Science Degree in Business Administration from the California State University, Fresno.

He was a treasurer and member of the board of directors of the Napa-Silverado Chapter of the American Red Cross.

Bruce resides in Valley Springs with his wife Christene. They have two grown children and four grandchildren.

Phone: (209) 474-1602
Toll Free: 888.474.1602
Fax: (209) 474-8760

Email Bruce at Bruce.Gatschet@natplan.com.


Tamara Smith | Office Manager/Client Relations

With over 26 years experience in the securities industry, Tamara brings a depth of knowledge to her managerial duties. Tamara works closely with our team of advisors and clients to ensure the high level of service is achieved. She oversees all administrative areas of our office including compliance, continuing education, operational systems and transaction processing. Tamara resides in Morada, California with her husband, Chuck, and two teenage daughters.

Phone: (209) 474-1602
Toll Free: 888.474.1602
Fax: (209) 474-1602

Email Tamara at Tamara.Smith@natplan.com.