Obispo Wealth Management

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Contact the Listing Owner

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I am a Los Osos resident and experienced Financial Advisor with over 23 years of experience.

I created Obispo Wealth Management to provide independent and objective financial advice, to help you and your family.

Investment Management
Retirement Planning
Insurance & Estate Planning
Financial Planning
Income & Budgeting
College Planning

We offer a variety of Investment and Financial solutions:

Mutual Funds
Stocks & Bonds
Independent Money Managers
Life Insurance
Retirement Plans

We work as a financial planner and/or investment advisor, depending on your needs. Visit our office in San Luis Obispo or call us today for a complimentary consultation.

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

Listed in Annuities, Financial Advisors, Insurance, Life, Long Term Care

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