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Obispo Wealth Management - 0 Reviews - 1301 Chorro St # A, San Luis Obispo, CA - Securities Brokers & Dealers Reviews - Phone (805) 541-6500

Obispo Wealth Management

id: 38458412
1301 Chorro St # A
San Luis Obispo, CA 93401
(805) 541-6500
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Obispo Wealth Management - San Luis Obispo, CA
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Offering Solutions for your Financial Challenges

Owner Message

  • We provide advice and guidance to help clients with investment planning; retirement and college planning; estate management; cash and liability management for families, Business owners, Trustees and Fiduciaries. At Obispo Wealth Management we Listen to our clients; Develop, Implement and Monitor a financial plan custom tailored to the client's unique life/financial goals and risk tolerance; recommend investment solutions without bias or prejudice; and provide objective advice and personalized service.

    We are a financial services firm that provides independent and objective financial advice and guidance to help our clients with:

    • Investment Management
    • Retirement Planning
    • Insurance & Estate Planning
    • Financial Planning
    • Income & Budgeting
    • College Planning

    We offer a variety of Investment and Financial solutions:

    •  Mutual Funds

Additional information

  • Hours:

    Mon-Fri 8am-4:30pm