Peter Obrien
Get Your Financial House in Perfect Order so You can Make Smarter Financial Decisions!
- Role
- Founder Wealth Manager at Ambassador Wealth Management, Llc
- Location
- Yorba Linda, CA, US
- LinkedIn followers
- 500 followers
About Peter Obrien
Our mission at Ambassador Wealth Management is to help our clients get their entire…
Experience
Founder Wealth Manager
Ambassador Wealth Management, Llc
Jan 2013 — Present
Peter\'s lifelong calling in the financial services industry, now exceeding 30 years, has been dedicated to helping clients get their financial affairs in order so they can focus on their most important family goals and values. It has been a career built on integrity, character and forged with positive leadership for our friends and family in this truly independent practice. At Ambassador Wealth Management we are very fortunate that we have some of the most fascinating people in the world as our clients. They are intelligent, hardworking, successful people that want to be good stewards of their financial assets. Their diverse nature, and the diverse nature of their needs, desires and financial situations, drives our passion daily.We specialize in guiding our clients through life\'s difficult financial decisions and complex financial matters. Specifically, we work with people nearing or in retirement; women facing the financial fallout from the loss of a spouse through death or divorce; business owners who are struggling with a succession plan; and families searching for their \"right way\" to leave a legacy of wealth to future generations. We will walk with you and guide you to your best solution.Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
Skills
- Asset Management
- Portfolio Management
- Wealth Management
- Fixed Income
- Options
- Pensions
- Securities
- Series 63
- Asset Allocation
- Investment Strategies
- Wealth
- Uniform Combined State Law
- Mergers & Acquisitions
- Investment Management
- Fixed Annuities
- Risk Management
- Retirement
- Bonds
- Series 7
- Iras
- Estate Planning
- Investments
- Retirement Planning
- Investment Advisory
- Wealth Management Services
- Hedge Funds
- High Net Worth Individuals
- Financial Services
- Finance
- Series 65
- Banking
- Etfs
- Equities
- Financial Advisory
- Mutual Funds
- Small Business
- Strategic Financial Planning
- 401k
- Finra
- Alternative Investments
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