Caren Ober
Balancing Life Financial Planning · Orange, California
Caren Ober is a fee-only financial advisor at Balancing Life Financial Planning in Orange, California. Caren charges an ongoing planning fee and a one-time planning fee and focuses on estate & legacy planning, tax planning and retirement planning.
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Specialties
Facts
| Firm | Balancing Life Financial Planning |
|---|---|
| Based in | Orange, California |
| Fee model | Ongoing planning fee · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $19.3M across 50 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4422483 |
| Exams passed | Series 63 (2001) · Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.balancinglifefp.com |
How Caren's firm compares
- Balancing Life Financial Planning's average account is about $385,000, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Caren
Is Caren Ober a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caren holds no broker registration, and Balancing Life Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caren charge for financial advice?
Caren charges an ongoing planning fee and a one-time planning fee.
Where is Caren Ober based?
Caren Ober is based in Orange, California.
What does Caren specialize in?
Caren's specialties include estate & legacy planning, tax planning and retirement planning.
Is Caren Ober registered with the SEC?
Yes. Caren Ober is registered as an investment adviser representative in CA (CRD 4422483), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Balancing Life Financial Planning manage?
Balancing Life Financial Planning reports $19.3M across 50 accounts in assets under management.
How do I contact Caren Ober?
Through Caren's website, www.balancinglifefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Balancing Life Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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