Our Team

















We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.



Caren Ober

Caren Ober is a CPA with over 30 years of assisting her clients with their financial needs. As  a native of California she grew up in the San Fernando Valley, where she opened her accounting practice after receiving her CPA certificate in 1979. She has been active in the CPA community, serving at the statewide level of Society of California Accountants. As a former treasurer of the Orange North Rotary Club she understands the importance of giving back to the community. Her outside interests include dancing, travel and wines. 

She is thrilled that she not only has her son, Ed, involved with the business, but two beautiful grandchildren to spoil also. Her husband, Robert, is now a stay-at-home dad busy spoiling the dog, a rescue

                                                    terrier named Jasper.



Ed Ober

Ed joined Ober Financial eight years ago. Also a native of California, he grew up in Orange County. He graduated from Sonoma State University with a Bachelors degree in International Relations. His international interests were developed while studying in Perth, Australia and Copenhagen, Denmark. He earned the rank of Eagle Scout in 1999. His outside interests include music, craft beer, running, writing, and Angels baseball, among other things. 

As the proud father of two wonderful girls, Ed knows how to multi-task. This has helped prepare him for his expanded role in the firm. Ed is passionate about helping young people prepare their families for financial security.



Ashley Jackovich

Ashley was born and raised in Fairbanks Alaska, she moved to Anaheim California during fall 2017. Ashley is attend ending Grand Canyon University to pursue a Bachelor’s Degree in Applied Marketing Management.  Her attention to detail and organization makes her a perfect addition to our Ober Financial team. Ashley's outside interests include travel, food, fitness and spending time with family and friends





Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck