Obispo Wealth Management
805-541-6500

Open hoursOPEN NOW - Closes at 4:30pm

1301 Chorro St Ste A, San Luis Obispo, CA 93401

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We 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

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Offering Solutions for your Financial Challenges

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
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

Great Resource for Financial Information

Categories
Investments, Financial Services, Investment Advisory Service, Investment Management, Investment Securities