Wes Obana, Certified Social Security & Medicare Consultant
Wes Obana
Advanced Planning Specialist, YRS Advisors
Professional Profile
Wes Obana is a highly regarded Advanced Planning Specialist at YRS Advisors in California, bringing over 20 years of unparalleled experience in the financial planning industry. With a deep commitment to helping clients maximize their Social Security income, Wes aligns closely with Your Retirement Timeline and the Association of Financial Consultants to ensure that individuals can navigate the complexities of retirement planning with confidence.
As a certified professional, Wes Obana has completed the NSSA® Social Security certification and the IRMAA Certified Planner (IRMAACP™) program, bringing specialized expertise in Social Security and Medicare planning to clients.
Wes is proud to hold the prestigious NSSA® National Social Security Advisor designation, showcasing his extensive knowledge and dedication to Social Security planning. He is passionate about coordinating retirement assets and minimizing tax liabilities, so clients can enjoy their hard-earned retirement without the burden of excessive taxes.
Outside of his professional life, Wes is an avid outdoor enthusiast who finds joy in cycling and surf fishing. A lifelong supporter of sports, he has a particular fondness for the LA Kings. Trust Wes Obana to guide you through the intricacies of advanced planning and Social Security, ensuring that you make the most of your retirement years.
Contact Wes
How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.