Obeth Davila is a dedicated financial advisor passionate about helping individuals and families protect and grow their wealth. Born in Mexico, his humble beginnings shaped his commitment to financial security and instilled a strong work ethic. Fully bilingual in English and Spanish, Obeth connects with a diverse range of clients, offering personalized guidance tailored to their unique needs.

With a degree in Global Business Management, Obeth has a solid foundation in financial planning and estate management. After successful leadership roles in the hospitality and automobile industries, he transitioned to financial advising to make a more meaningful impact. He specializes in retirement planning, asset protection, and wealth transfer, empowering clients to secure their financial futures.

As a Certified Estate Planner® (CEP®) and Accredited Investment Fiduciary® (AIF®), Obeth is licensed in seven states and offers expert, fiduciary-aligned advice. He designs customized strategies that align with clients’ goals, risk tolerance, and life priorities, providing clarity and confidence in an ever-changing financial landscape.

Rooted in Rocklin, CA, Obeth lives with his wife, Leah, and their children: Obie, Noah, Otto, Massimo, and Genevieve. Outside of work, he enjoys traveling, cooking, outdoor activities, and spending quality time with his family. Obeth’s personal and professional experiences fuel his passion for helping clients achieve lasting financial security.