Obispo Wealth Management
1301 Chorro St Ste A, San Luis Obispo, CA 93401
1301 Chorro St Ste A, San Luis Obispo, CA 93401
WebsiteWe provide advice and guidance to help clients with investment planning; retirement and college planning; estate management; cash and liability management for families, Business owners, Trustees and Fiduciaries. At Obispo Wealth Management we Listen to our clients; Develop, Implement and Monitor a financial plan custom tailored to the client's unique life/financial goals and risk tolerance; recommend investment solutions without bias or prejudice; and provide objective advice and personalized service
More Business Info
Offering Solutions for your Financial Challenges
- BBB Rating
- Hours
- Regular Hours
Mon - Fri: - Extra Phones
Fax: 805-541-6502
Toll Free: 866-786-0811
- Services/Products
- We are a financial services firm that provides independent and objective financial advice and guidance to help our clients with: Investment Management Retirement Planning Insurance & Estate Planning Financial Planning Income & Budgeting College Planning We offer a variety of Investment and Financial solutions: Mutual Funds
- Brands
- Annuities, Financial Planning, Insurance, Mutual Funds, Retirement, Stocks & Bonds
- Location
- Corner of Chorro and Pacific Street in Downtown San Luis Obispo
- Amenities
- Securities and Advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Advisor. (805) 541-6500 This communication is strictly intended for individuals residing in the states of: CA, FL, NY, NV, OR and WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. David Nilsen (CA Insurance Lic#ob50436) is a Registered Representative and Investment Adviser Representative with/and offers Securities and Advisory Services through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.org, a registered Investment Adviser. Insurance Lic#OB50436 Fixed insurance products and services offered by Obispo Wealth Management are seperate and unrelated to Commonwealth. Please see our terms of use here:www.commonwealth.com/termsofuse.html 1301 Chorro St. Ste A, San Luis Obispo CA. 93401
- Accreditation
FINRA, SIPC
- Other Link
- Categories
- Investments, Financial Services, Investment Advisory Service, Investment Management, Investment Securities