Obispo Wealth Management
Financial Services - San Luis Obispo, California, United States
Obispo Wealth Management Employees
Obispo Wealth Management Details
We Develop, Implement and Monitor a financial plan custom tailored to the client's unique life/financial goals and risk tolerance; recommend investment solutions without propietary product pressures; and provide objective advice and personalized service.We adhere to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional. With this intimate knowledge about what you value most, David is able to help you establish objectives, develop an appropriate strategy and recommend financial solutions, which can help you connect all the pieces of your financial life.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
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