CRD: 305808
Balancing Life Financial Planning
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- Custodian
- Assetmark · Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-08-2019
- Office Locations
- 1
Office Locations
About Balancing Life Financial Planning
Balancing Life Financial Planning is an Orange, CA RIA led by Edward Ober, EA, providing planning-first wealth management for individuals and families across life stages. The firm offers one-time project engagements and ongoing Quick Start or Comprehensive Wealth Management packages that include investment management. Portfolios primarily use ETFs and mutual funds for diversified asset allocation, with tax-aware planning supported by EA/CPA expertise.
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EDWARD JACOB OBER
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #5172917
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CAREN SUE OBER
CPA
- CRD
- #4422483
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,267,937 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,267,937 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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