Financial Service Professional
After excelling in the hospitality business and leading teams in the automobile industry, Obeth decided to switch from selling to his customers to helping business owners and employees protect their income and assets.
Obeth’s approach is based on understanding his clients’ needs and how they envision their future. Keeping those needs in mind, he tailors strategies based on their priorities, timelines and future goals.
Obeth holds life insurance licenses in California and Washington. As an independent financial professional, he feels confident in providing products that best fit his clients’ needs and objectives. He studied business at Lake Tahoe Community College and American River College and obtained a degree in global business management from the University of Phoenix.
Obeth is a traveler who visited, studied and lived abroad before finally rooting himself in Rocklin, California. He and his lovely wife, Leah, have four boys: Obie, Noah, Otto and Massimo. When he’s not in the office, Obeth loves cooking and entertaining, improving his CrossFit game, and trying to keep up with his children’s activities in baseball and basketball.
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THE NEXT STEP?
What do you want your retirement to look like? What are your biggest concerns? What are your dreams? Our 30 min call is designed to answer your biggest concerns about retirement while creating a clear vision of what it could look like.