Brian Oberle

Brian Oberle, CFP®


Brian Oberle has over 25 years of experience working as a financial and investment adviser in the Greater Baltimore and DC Metropolitan Region. He began his career in financial services in 1992 working as an adviser with American Express Financial Services. He then went on to work for the Charles Schwab Corporation for more than twenty years, first as an Investment Specialist in the Arlington, VA office and eventually as a Regional Director for Advisory Solutions.

As a Senior Wealth Manager in United Capital’s Bethesda office Brian uses his years of experience to provide clarity, confidence and control around client’s investment decisions. He works on a team to help in all facets of personal financial planning, including investment management, asset allocation, risk management, tax and estate planning consulting. His goal is to help his clients improve their overall quality of life by freeing them to focus on the things they enjoy and to spend less time worrying about their money.

Brian graduated with a Bachelor’s of Science in Economics from George Mason University in Fairfax, VA and holds the CFP® certification from the Certified Financial Planner Board of Standards, Inc. Outside the office he enjoys traveling and outdoor activities with his wife, Caroline, and three young children. He has spent time coaching youth baseball and basketball in the local community for the last five years. Brian is actively involved and has been a featured speaker for both national and local pediatric oncology based charitable organizations.