Michael Obrien

About Michael Obrien

By focusing on each investor’s specific needs, I develop strategies that help clients reach their financial goals. I have worked as a financial advisor to both individual and institutional investors since 1984. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management — delivered with the highest level of personal service and professional integrity. Please visit the La Jolla Private Wealth Group of Wells Fargo Advisors\' official website at This information is intended for use by residents of AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KS, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, and WY only. Series 3 registered Series 7 registered Series 9/10 registered Series 66 registered California Insurance License #0A34478. Resident State: CA. Specialties: High-Net Worth & Ultra High-Net Worth Wealth Management • Discretionary Portfolio Management • Qualified Plans/IRAs • Retirement Plan Consulting • Gifting/Wealth Transfer • Corporate Executive Services • Insurance & Annuities* • Asset Management • Alternative Investments • Estate Investment Planning • Fiduciary & Trust Services^ • Risk Management • Investment Planning • Professional Athlete Services *Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.^Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Managing Director - Investments

   Wells Fargo Advisors

   Aug 2011 — Present · La Jolla, CA, US

Education

• University of California, Berkeley

  Bachelor of Science, Forestry, Agricultural Economics

  1978

• Santa Clara University

  MBA, Agri Busness

  1983

Skills

• 401 (K) Rollovers
• Financial Advisory
• Securities
• Multigenerational Wealth Planning
• Financial Analysis
• Stock Analysis
• Retirement Planning
• Estate Investment Planning
• Asset Allocation
• Strategic Planning
• Tax-Efficient Strategies
• Concentraded Stock Management
• Wealth- Preservation Planning