Balancing Life Financial Planning

Caren Ober is a financial advisor at Balancing Life Financial Planning with 24 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Independent Financial Group from 2012 to 2019. Ober is also the owner of Caren Ober Accountancy Corp., which offers estate and tax planning, business continuity planning, and tax preparation services. Balancing Life Financial Planning serves individual and high-net-worth clients by providing comprehensive portfolio management and financial planning. The firm builds portfolios tailored to clients’ goals, tax considerations, and risk tolerance, often implementing strategies through outside managers and recommended custodians.

Edward Ober is a financial advisor with Balancing Life Financial Planning in Orange, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Independent Financial Group, LLC, and has been involved with Ober Financial for over two decades, where he also serves as a Staff Accountant, dedicating about half of his time to that role. Balancing Life Financial Planning serves individual and high-net-worth clients by providing comprehensive portfolio management and financial planning, often implementing portfolios through outside managers and third-party platforms. The firm emphasizes customized investment strategies based on clients’ goals, tax considerations, and risk tolerance, with a distinctive affiliation offering tax and accounting services through its principal’s credentials.