Obeth Dávila-Cep® - Financial Services

Obeth Dávila, a Certified Estate Planner (CEP®) and financial services professional, has extensive experience in advising business owners on protection strategies and maximizing tax benefits. Currently serving as an Insurance Broker at Capstone Financial Group since August 2022, Obeth previously held roles including Business Development Executive at Eureka Insurance Solutions, where expertise in health benefits for small to medium-sized businesses was developed. Earlier positions include Financial and Benefits Consultant at Bulman Wealth Group, Network Infrastructure Recruiter at TEKsystems, and various sales management roles in the automotive industry. Obeth holds a Bachelor of Science in Business with a focus on Global Business Management from the University of Phoenix and a certification from the National Institute of Certified Estate Planners.