Jonathan Obest

FIC, RICP®, CFP®

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

At work

Why I do what I do

Why I do what I do

I am so blessed to be able 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 be able to do what I do.

I serve members in…

Los Angeles, Orange, and San Diego counties.

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 every day. 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 was able to tell a member that they could take the early retirement they had 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

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.

Community impact

In the community

In the community

My local community impact

I have lived in my community…

for over 10 years.

I’m a member of…

the Greater Irvine Chamber of Commerce, Irvine Exchange Club, 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 went shopping for the family members, and for the most part their wish lists contained everyday items. We also provided them with items many people take for granted. We then had a gift-wrapping event with our members. We were even able to coordinate a trip to a local theme park for them. Both families were so grateful to receive Christmas that year.

Current insights

Current insights

Our Wild About Animals campaign is making an impact nationwide. In the first quarter, a total of 437 service activities were completed, with a total of $56,923 fraternal dollars spent to help animals in local communities. Let’s keep the momentum going as we move into our next quarter -- helping local pets!

They say you can't put a price on a good education – but those saddled with student loans may disagree. I can help you more effectively manage and pay off your debt. Let's talk. https://www.modernwoodmen.org/financial-planning/savings/tips-for-tackling-student-loans/

Retired and looking for ways to spend your day? As a Modern Woodmen member, you have access to exciting events and volunteer opportunities through your chapter! Come meet some great people at our next event. Contact me to learn more.

Retirement planning and distribution is confusing – but I can help you make sense of it. Let's talk.

Contact

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:
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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