David Nilsen

Role: Obispo Wealth Management
Location: San Luis Obispo, CA, US
LinkedIn followers: 500 followers

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About David Nilsen

I Listen to my clients then develop, Implement and monitor a financial plan custom…

Experience

Obispo Wealth Management
Present

Skills

Bonds
Wealth
Wealth Accumulation
Term Life Insurance
Etfs
Retirement Planning
Notary Public
Alternative Investments
Financial Reporting
Wealth Preservation Planning
Financial Structuring
Long Term Care Insurance
Sep Ira
401k
Investments
Investment Strategies
Investment Management
Roth Ira
Iras
Insurance
Variable Annuities
Financial Risk
Stocks
Wealth Management Services
Financial Markets
Fixed Annuities
Return on Investment
College Savings Plans
Wealth Management
Life Insurance
College Education Planning
Simple Ira
Mutual Funds
Indexed Annuities
Financial Modeling
Account Management
Multi-Generational Wealth Transfer
Investment Advisory
Real Estate Investment Consulting
Risk Management

Contact information

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Work email
•••••@obispowealthmanagement.com
Personal email
•••••@•••••.com
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Current company

Obispo Wealth Management

Financial Services · 4 employees · Founded 2009 · San Luis Obispo, California, United States

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 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

obispowealthmanagement.com

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