About

Jim Oberle is a seasoned professional with over 25 years of experience in the insurance and financial services industry. With a strong foundation in business and entrepreneurship, Jim has built a career focused on helping individuals, families, and businesses navigate complex financial landscapes with confidence and clarity. Jim graduated from Washington State University with a Bachelor’s degree in Business, where he developed a deep understanding of economic principles, management strategies, and market dynamics. His passion for entrepreneurship and innovation later led him to pursue an MBA in New Venture and Small Business from California State University, East Bay. This advanced education equipped him with the tools to not only understand financial systems, but also to create and support sustainable business models from the ground up. Throughout his career, Jim has worked with a diverse clientele, offering tailored financial strategies that encompass insurance planning, wealth management, risk assessment, and long-term financial security. His broad industry knowledge and client-first approach have earned him a reputation for integrity, transparency, and results-driven service. Jim’s professional journey spans leadership roles at regional firms as well as entrepreneurial ventures where he has built trusted advisory relationships with clients across multiple sectors. He has a keen understanding of the ever-evolving regulatory environment and economic factors that impact financial planning. Whether working with small business owners to develop succession plans or guiding families through comprehensive insurance strategies, Jim brings thoughtful insight and a steady hand to every engagement. In addition to his professional work, Jim is deeply committed to mentorship and continuing education within the industry. He frequently collaborates with emerging professionals, sharing his expertise on business development, client engagement, and ethical financial practices. His leadership style blends analytical rigor with a genuine passion for helping others succeed, both financially and personally. Jim’s philosophy is grounded in the belief that sound financial planning is not just about numbers—it’s about understanding goals, values, and long-term vision. His clients appreciate his ability to demystify complex financial concepts and craft personalized solutions that align with their unique needs and aspirations. Beyond the office, Jim enjoys staying active in his community and supporting causes related to financial literacy and small business empowerment. He believes in leading by example and is known for his approachable demeanor, strategic mindset, and unwavering dedication to client success. As the financial landscape continues to evolve, Jim Oberle remains committed to delivering expert guidance and innovative solutions that help clients build secure and prosperous futures.