Jonathan Obest | Modern Woodmen Financial Representative

Jonathan Obest

FIC, RICP®, CFP®
Photograph of Jonathan Obest

Jonathan Obest

FIC, RICP®, CFP®

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Jonathan Obest

At work

At work

Why I do what I do

Why I do what I do

I’m so blessed to make a living by helping others and their communities. Each day, I meet with families and business owners and help them overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to do what I do.

I serve members in…

Orange County

I can help you plan for life using a variety of tools, including…

life insurance, annuities, stocks, bonds, ETFs, mutual funds and variable annuities.

I enjoy working with…

families. Whether they are just starting out or the retirement finish line is in sight, helping families create a plan for success brings me joy.

I attended…

UC Irvine, where I studied political science and personal financial planning.

I am very proud of…

receiving the NAFIC Rising Star Award for 2019.

Before Modern Woodmen, I…

spent 10 years raising money for scholarships and programs at various universities.

I chose Modern Woodmen because…

of our fraternal impact. Other organizations may have a foundation or an annual charitable event they sponsor, but with Modern Woodmen, I get to impact the community in a positive way on a daily basis. It is great to work with an organization that supports our community and helps our clients achieve their financial goals.

A favorite moment in my career was when…

I told a member that they could take the early retirement they worked so hard to enjoy.

“My favorite volunteer activities are the ones where I can help children. It is a great opportunity to have an immediate impact on the children and a long-term impact on the future of the community.”

At home

At home

My life outside of work

My family includes…

my wife, Sheilla, daughters, Penelope and Olivia, and our dog, Fuji.

In my free time, you can find me…

walking my dog, playing softball, or somewhere in the rough on the golf course.

My greatest blessing is…

my daughters. Watching them grow and learn every day is a wonderful experience.

My personal motto is…

If you do right to someone, they may tell someone about it. If you do wrong to someone, they'll tell everyone they know about you.

Also…

my favorite thing to do is grill. There is just something about a meal cooked over the fire that brings people together.

In the community

In the community

My local community impact

I have lived in my community…

for over 11 years.

I’m a member of…

the Greater Irvine Chamber of Commerce, Exchange Club of Irvine, Irvine Police Service Animal Foundation, Harvest Christian Fellowship and Tustin Ranch PTA.

My favorite volunteer activities are…

the ones where I can help children. It is great opportunity to have an immediate impact on the children and a long-term impact on the future of the community.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

helping provide positive experiences for kids with Modern Woodmen’s local youth service clubs.

My favorite memory from a fraternal event is…

when we made Christmas happen for two families who had experienced child abuse. We shopped for family members off their wish lists, which mostly contained everyday items. We also bought them items many of us would take for granted. We then had a gift-wrapping event with our members. We even coordinated a trip to a local theme park for the families. Both families were so grateful to receive Christmas that year.

Current insights

Making end-of-life preparations shows your love for your family. By planning ahead, you can take away future worry and stress. I can help through our Final Wishes Resources program for members. Request yours through your online member account or contact me for help. https://www.modernwoodmen.org/my-membership/member-benefits/final-wishes-resources/ #Insureyourlove

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Financial tip -- start small. The best way to attain a goal is to start small. If you have a large goal in mind, like buying a new home or saving for retirement, think about it in bite-sized chunks. For example, set a minimum amount you'd like to save each month, or strive to meet your budget. Small actions can add up. Need help? Meet with me to build a plan.

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This Valentine's Day, give the gift of peace of mind with life insurance. It's a lasting way to show you care, ensuring your family's financial security no matter what life brings. #Insureyourlove https://www.modernwoodmen.org/insureyourlove/

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Spread happiness and love this Valentine's Day with a Do-Good Grant®️! Members can receive $200 for a service project of their choice. With it you can … · Make cards and deliver them to nursing homes. · Create Valentine's Day treats for first responders. · Donate teddy bears to a local children's hospital. · Assemble care packages for the homeless. · Complete a community project you’ve had on your mind. Apply today! https://www.modernwoodmen.org/my-membership/member-benefits/do-good-grant/

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Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.
Your financial goal(s)
I’m interested in learning more about:
How we use your information
Notice of collection for California residents
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.
Insurance Lic : CA 0I93984

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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