Wealth Protection and Transfer
Wealth TransferAsset ManagementInsuranceBusiness PlanningCollege PlanningPersonal Finance

Wealth Protection and Transfer.

Because our clients would rather transfer as much of their estate to their designated beneficiaries, we help them achieve this efficiency with various Estate tax planning strategies.  Our Estate Planning strategies are designed to help our clients achieve maximum wealth transfer.  


Contact Us
KP Financial

Obel Financial Advisors
Emmanuel Obel
Financial Advisor
Direct: (415) 879-0057
Office: (650) 373-2069
Fax: (650) 373-2002
Email:  eobel@obelfs.com

533 Airport Blvd #400
Burlingame, CA 94010