Our Team

a man in a blue shirt and a white shirt
a man in a blue shirt and a white shirt

Wes Obana, NSSA®

With over 20 years of experience in the financial planning industry. Aligning myself with Whitney & Associates and Rich Life Advisors has been a true blessing, as their values perfectly align with my own. Our joint mission is to educate the public on effectively maximizing Social Security income and minimizing retirement asset taxes to the greatest extent possible.

My expertise includes holding the prestigious designation of NSSA® - National Social Security Advisor, making him highly knowledgeable in Social Security planning.

In my personal life, I have a deep love for the outdoors. Two activities that bring me immense joy are cycling and surf fishing. Having grown up in Southern California, I developed an affinity for many sports teams, but my true passion lies with the LA Kings. Go Kings Go!

License #s CA 0B42787, TX 2501198, VA 1328225

Patrick Arias

I have 30 years experience in insurance as a broker, helping people with Medicare, property, casualty,and life coverage. I am always available to answer insurance questions and listen to clients' concerns.

I am appointed with 11 Medicare insurance companies and 76 plans. I have helped clients apply for Medicare Part A and B, as well as financial assistance for health insurance plans. I also enroll people in Covered California Health Insurance Plans.

My hobbies include spending time with family, gardening, and hiking.

License # CA 0B2082, NV 3351932, AZ 2602107, CO 750463

Beau Henderson, Strategic Partner

Mitch Whitney, Strategic Partner