Wealthtender Wealthtender

Financial Professionals
Sign In / Sign up

Individuals
Subscribe for Money Tips

Wealthtender

Cobin Soelberg, M.D., J.D.

Helping busy physicians build a life of financial freedom

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Greeley Wealth Management Cobin Soelberg, M.D., J.D.
Bend, OR

Serving Clients Nationwide

Helping busy physicians build a life of financial freedom

541.215.4476

Website

Areas of Focus

  • Financial Life Planning
  • Getting out of Debt
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Cobin Soelberg. I am an Investment Advisor Representative and a financial planner. I am also a Board Certified Anesthesiologist working in private practice. Additionally, I earned both law and bioethics degrees from the University of Pennsylvania. This breadth of professional acumen leaves me well situated to serve my fellow medical practitioners.

Like so many of my peers, I graduated from residency owing over $300K. I was newly married and knew very little about personal finance. Together, my wife and I owed almost $500K in student loan debt! I vividly remember this point in our lives—the overwhelming stress of being a new attending and continuing my professional development. I often questioned if we would ever pay back our loans, save enough to buy our first home, and finally start feeling like we were in control of our financial future.

Eager for positive change, I reached out to the “professionals.” I received recommendations for an accountant and another for a financial planner. I’ll save you the details and cut to the bad ending: my accountant gave me bad tax advice that cost us over $30K. And our financial advisor was more concerned with making his commissions and fees by selling us expensive products than he was in building our wealth.

Determined I would never be taken advantage of again, and to help educate my colleagues and peers, I started my finance and investing training. Intelligent and passionately curious, I wanted to better meet my fellow busy clinicians’ financial needs.

A few years later, I am a practicing Investment Advisor Representative and financial planner. My wife and I paid off that mountain of debt and bought our first home. I still remember making our last student loan payment and the visceral feeling of a weight being lifted. Our lives, and more importantly, our time, could be ours again. We were finally free to decide based on what is most important to us long-term, not just focused on more money.

➕ HONORING THE PAST, PRESENT AND FUTURE

This is only part of my story. The next is more personal, but it’s a crucial thread in how Greeley Wealth came to be.

Several years ago, my best friend, Ryan, the person who first inspired me to become an anesthesiologist, tragically passed away from aggressive brain cancer. I’ll always treasure those last years we spent skiing and mountain biking together.

Thankfully, Ryan had been saving for retirement, and more importantly, he had incredible disability and life insurance. This experience further cemented my desire to educate medical professionals to help make financially sound choices in their own lives. To save and plan for the future while protecting one’s family.

To honor Ryan and his role as a friend and colleague, I named my business after our favorite ski run at Alta, Utah, where Ryan and I skied hundreds of times and made a lifetime of memories. Even now, I can see the view from the top of the ridgeline, feel the cold wind whipping at my face, and sense the anticipation building before skiing down the mountain’s face.

Greeley Wealth is a fitting tribute to one of the most remarkable men I have ever known. I hope it imparts a message of trust and authenticity in everything we do here, as we strive to do justice to Ryan’s memory. Only the utmost professionalism and integrity will be enough.

Growing up in Utah, I enjoyed exploring the outdoors, whether with a pair of skis under my feet or on a mountain bike climbing through the trails. These moments provide clarity and time to reflect after long days in the operating room. They are also a great chance to spend time and reconnect with my wife, Julie.

Julie and I currently live in Bend, Oregon. We enjoy making the most of our community and beautiful natural surroundings, whether that’s mountain biking from our front door or exploring nearby hiking trails with our Rhodesian ridgeback, Lumi.

Professional Designations

  • Doctor of Medicine (M.D.)
  • Juris Doctor (J.D.)

Primary Location

320 SW Century Drive, Suite 405/298, Bend, OR 97702

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • One-time Financial Plan
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button to schedule a complimentary initial meeting. The initial meeting lasts about an hour. It’s our chance to explain the financial planning process and set expectations. It’s also an opportunity to understand your specific needs and get questions answered about our firm and how our planning process works. Our introductory meeting is an opportunity for you to discover if Greeley Wealth Management is the right fit to help you achieve your financial goals.

Offers Investment Management

Yes

About our Firm

For the average healthcare professional, the feelings of pride and achievement at finally graduating are typically paired with the heavy burden of hundreds of thousands of dollars in student loan debt.

You dedicated countless hours to learning, studying, and training in your field. You missed birthdays and holidays, time with your families, and sacrificed vacations to provide compassionate and excellent care for your patients. Amidst all of that, there was no time to give your finances even a second thought.

Between undergrad, medical school, and then residency, most young physicians do not begin saving for retirement until late into their 20s, if not their 30s. You’ve missed an entire decade or more of allowing your money and investments to compound and work for you. When it comes to addressing your financial health and security, there’s no time to waste.

BREAK THE CYCLE OF DEBT

Starting your career on a turbulent financial footing is a deeper issue of our profession that needs to be resolved. But until that day comes, the need for financial education and support is essential to help you pay off those debts as quickly as possible, without falling into common traps along the way that can keep you in a cycle of debt for decades.

I’ve stood in your shoes. I know how crushing those financial burdens can be. That’s why I created Greeley Wealth Management: To show fellow healthcare professionals there is a way out of debt, and it’s not as difficult as you might imagine.

BUILD A LIFE OF FINANCIAL FREEDOM

When used correctly, money is a critical tool in achieving your goals and living by your values. While physicians and other health care professionals are incredibly smart and have a vast knowledge base, many – if not most – understand very little about retirement savings, investing, asset protection, and estate planning.

After all those years of sacrifice during training, there is a hunger to make up for lost time – the temptation to get that fancy car or the giant house, to take those trips to Europe in first class. All are typical lures steering you away from connecting your money to your purpose.

That’s where Greeley Wealth comes in. We appreciate nothing more than seeing a resident or young physician realize we now have a plan to pay off their mountain of student loan debt and start saving for all those bucket list items they’ve worked so hard to be able to afford.

Our goal is to help you understand that you really can have anything you want – just not everything you want. Working together, we’ll grow and protect your hard-earned income today, tomorrow, and well into the future.

Education

University of Utah, School of Medicine, M.D. | University of Pennsylvania School of Law, J.D. | University of Pennsylvania School of Medicine, M.Be., Bioethics | University of Utah, B.S., Philosophy, Biochemistry

Hobbies and Interests

  • Cycling
  • Family
  • Hiking

SEC Lookup

View Disclosure

Who We Serve

  • Dentists
  • Healthcare Professionals
  • Physicians

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Looking for a Financial Advisor as a Small Business Owner?
Looking for a Financial Advisor for Healthcare Professionals
Looking for a Financial Advisor for Student Loans?
Looking for a Financial Advisor for Anesthesiologists?
Do You Make Good Money, but You’re Not Rich Yet? You Might be a HENRY.
Looking for a Financial Advisor in Bend, Oregon?