Josh Obrien
Managing Director - Investments at the La Jolla Private Wealth Group of Wells Fargo Advisors
- Role
- Managing Director - Investments at Wells Fargo Advisors
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Josh Obrien
Private Wealth Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional. Please visit the La Jolla Private Wealth Group of Wells Fargo Advisors\' official website at Worth & Ultra High-Net Worth Wealth Management Strategies • Retirement Planning • Qualified Plans/IRAs • Retirement Plan Consulting • Gifting/Wealth Transfer Strategies • Corporate Executive Services • Insurance & Annuities* • Asset Management • Alternative Investment Strategies • Estate Investment Planning • Fiduciary & Trust Services^ • Risk Management • Investment Planning • Professional Athlete Services^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 state.*Insurance products are offered through our affiliated nonbank insurance agencies.This information is intended for use by residents of AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, UT, VA, VT, WA, WI, and WY only.CA Insurance License Number 0H77360. Resident State: 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 InvestedWells 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
Managing Director - Investments
Sep 2018 — Present · La Jolla, CA, US
Series 7 registeredSeries 66 registered Series 79 registered Series 86 registered Series 87 registered
Education
San Diego State University
B.S, Business Management
2006 — 2010
NYU Stern School of Business
Master of Business Administration (MBA), Finance
2013 — 2016
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