Advisor at Balancing Life Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Balancing Life Financial Planning
Location
Orange, CA 92867
Credentials
Series 63, Series 65
Industry experience
19 years
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.
Based on Balancing Life Financial Planning
Up to 1.75% annually (tiered, specific tier breakdown not provided)
Account minimum: $5,000 Fee-only: Annual fees up to 1.75%, tiered and negotiable, paid quarterly in advance.
900 E. Katella Ave Suite B
Orange, CA 92867
California · Texas
Balancing Life Financial Planning
2019 - Present (7 years)
Independent Financial Group, LLC
2012 - 2019 (7 years)
Ober Financial
2006 - 2016 (10 years)
Ober Financial
2005 - Present (21 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Thanks for your interest in my firm! I’m Mark Wilson, APA, CFP®, a proud father of two and lucky husband of one. I founded MILE Wealth Management to provide real wealth management to families and “Make It Look Easy” (MILE). Providing integrated financial planning and investment management is hard. This is the reason why most financial advisors do bare minimum planning or no planning at all. Those that do financial plans intentionally make it look complex to justify their fees. The industry is full of jargon, acronyms, fine print and disclosures. It’s no wonder that their “customers” are not meeting their goals or sleeping well at night. My goal is to use my experience, teaching background, wise use of technology and smarts to make it look easy. I’ve found that families that understand their financial situation, set their personal targets and see their next steps will be able to achieve their short and long-term goals and make adjustments as necessary. I want you to be relaxed about your finances, focus on what’s really important and make it look easy. Have a look at our website (www.milewealth.com) or call 949-441-4410 to find out more.
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