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.
Insurance & Estate Planning
Income & Budgeting
We offer a variety of Investment and Financial solutions:
Stocks & Bonds
Independent Money Managers
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.
1301 Chorro St. Ste A, San Luis Obispo CA. 93401
1301 Chorro St A
San Luis Obispo, California 93401