Our Team

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Karl OberInsurance Specialist

Karl brings his insurance knowledge and experience to GVA Wealth. As an Insurance Specialist he works with individuals and companies – including small, family, and closely held businesses – to provide financial solutions for all of life’s stages.

Karl advises clients in a wide range of areas including trust and estate planning, protection and insurance planning, estate preservation, business and executive benefits planning and employee benefits.

Karl also works closely with the special needs community helping apply and maintain both state and federal benefits as well as trust and estate funding strategies. He is a Community Partner Work Incentive Counselor which makes him proficient in coordinating client’s work and income with the maintenance of their benefits.

Karl has a Communications degree from the University of Central Florida where he was a member of the football team. In his free time he enjoys Philadelphia & UCF sports, golf, and spending time with family and friends.

Berwyn