Jonathan Obest, Cfp®, Ricp®
About Jonathan Obest, Cfp®, Ricp®
Jonathan Obest is a Financial Representative at Modern Woodmen of America, where he has worked since 2014 in Orange, California. He holds the RICP® designation and offers comprehensive financial planning services, focusing on personalized strategies for clients.
Work at Modern Woodmen of America
Jonathan Obest has served as a Financial Representative at Modern Woodmen of America since 2014. In this role, he has dedicated nearly a decade to assisting clients in securing their financial futures. His responsibilities include providing comprehensive financial planning services, which encompass goal definition, financial assessment, and plan creation. He also offers ongoing support to clients by reviewing and adjusting financial plans as necessary to adapt to changing circumstances.
Education and Expertise
Jonathan Obest holds a Bachelor of Arts (B.A.) in Political Science from the University of California, Irvine, where he studied from 1999 to 2004. He furthered his education by obtaining a Certificate in Personal Financial Planning from UC Irvine Extension, completing this program from 2013 to 2014. He also holds the RICP® designation, signifying his expertise as a Retirement Income Certified Professional.
Background
Before joining Modern Woodmen of America, Jonathan Obest held several positions in development and fundraising. He worked as an Associate Director of Development at California Western School of Law from 2006 to 2013. Prior to that, he served as an Annual Giving Officer at Woodbury University from 2004 to 2006 and as a Development Officer at UC Irvine Libraries from 2013 to 2014. His early experience includes a role as an Annual Fund Student at UC Irvine from 1999 to 2004.
Achievements
Throughout his career, Jonathan Obest has been actively involved in creating personalized financial strategies for clients. His approach focuses on adapting these strategies over time to meet the evolving needs of his clients. His extensive background in development and financial planning has equipped him with the skills necessary to provide comprehensive support in securing financial futures.