True financial planning goes beyond numbers; it’s about designing a life you love with the resources you have and the goals you aspire to reach.
About Us
At Obel Financial Advisors, we help individuals, families, and businesses build wealth with purpose and protect it with strategy. Led by Emmanuel Obel, MBA, NSSA, we bring over 20 years of experience in guiding clients toward lasting financial confidence.
Our Philosophy
We believe wealth isn’t built by chance—it’s built by choice. Every financial plan we create is rooted in integrity, discipline, and a clear understanding of your goals, so your money works in alignment with your life.
Our Process
Our process is simple and personal: listen, plan, and guide. We take the time to understand what matters most to you, then design a customized strategy to grow, protect, and sustain your wealth over time.
Our Services
We start with a deep understanding of your risk tolerance, time horizon, and financial goals, then craft a portfolio designed to perform over the long term.
Preserving and transferring wealth requires more than just good intentions. It demands foresight, precision, and coordination.
Life is unpredictable, but with the right protection, your financial future doesn’t have to be. We believe that insurance is more than a safety net; it’s a cornerstone of financial stability.
We understand that your business is a reflection of your hard work, values, and long-term vision. That’s why we provide tailored strategies to help you protect, grow, and eventually transition your business on your terms.
Not everyone of us is equally prepared for retirement. Annuities can be a powerful vehicle to help you fund your retirement dreams.
Education opens doors, and planning for it early ensures those doors stay open. We help families prepare for education expenses with smart strategies that balance affordability, tax efficiency, and long-term growth.
Meet Your Advisor
Emmanuel Obel is the Principal of Obel Financial Advisors, with over 20 years of experience helping clients build and protect wealth. He specializes in retirement income planning, asset management, and comprehensive financial strategies tailored to each client’s goals.
Ready to Take Control of Your Financial Future?
Let’s build a plan that helps you grow, protect, and enjoy your wealth.
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FAQ
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What services does Obel Financial Advisors provide?
We offer comprehensive financial planning and investment management services, including retirement income planning, wealth protection and transfer, asset management, insurance planning, business planning, and college education planning. Our approach is holistic, focusing on both building wealth and protecting what you’ve already achieved.
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Who is Emmanuel Obel, MBA, NSSA?
Emmanuel Obel is the Principal and Founder of Obel Financial Advisors. He holds an MBA in Finance from Golden Gate University and has more than 20 years of experience helping families, small businesses, and family offices create and preserve wealth. Emmanuel is also a National Social Security Advisor (NSSA) who specializes in retirement income planning and risk management.
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Do you act as a fiduciary?
Yes. As a fiduciary, we are legally and ethically obligated to act in your best interest at all times. Every recommendation we make is based solely on what aligns with your goals, not on commissions or third-party incentives.
