Balancing Life Financial Planning

Balancing Life Financial Planning (CRD# 305808) is a financial advisory firm headquartered in Orange, CA. They manage $16,217,724 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
900 E. Katella Ave Suite B, Orange, CA 92867
https://www.linkedin.com/company/balancing-life-financial-planning
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $324,354
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Balancing Life Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Caren Ober, financial advisor Orange CA
Caren S. Ober
CRD#: 4422483
900 E. Katella Ave Suite B, Orange, CA 92867

Caren Ober (CRD# 4422483) is an Investment Advisor Representative working at Balancing Life Financial Planning in Orange, CA and has over 22 years of experience in the finance industry.

2
Edward Ober, financial advisor Orange CA
Edward J. Ober
CRD#: 5172917
900 E. Katella Ave Suite B, Orange, CA 92867

Edward Ober (CRD# 5172917) is an Investment Advisor Representative working at Balancing Life Financial Planning in Orange, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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