Advance Planning Specialist, YRS Advisors
Wes Obana is a highly respected Advance Planning Specialist at YRS Advisors, located in the heart of California. With over 20 years of experience dedicated to helping clients save for retirement, Wes has developed a deep expertise in crafting personalized strategies that allow individuals to maximize their retirement income while minimizing taxes. His passion for alleviating the stress associated with retirement planning enables his clients to truly enjoy the fruits of their labor and experience a fulfilling retirement.
Wes's comprehensive approach encompasses in-depth knowledge of Social Security benefits, making him a trusted partner for clients seeking to optimize their financial futures. He is committed to helping you keep more of what you've earned, ensuring that your retirement years are as rewarding as possible.
As a holder of the NSSA® Social Security certification, Wes Obana brings specialized knowledge of Social Security planning to every client relationship.
Outside of work, Wes values an active lifestyle, enjoying cycling, surf fishing, and racquetball. He is also an enthusiastic supporter of the LA Kings. Trust Wes Obana to guide you through the complexities of retirement planning, as he leverages his expertise to empower you and secure your financial legacy.
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.