We help clients succeed
Serving our region since 1994
We’ve been helping individuals, families, and corporations on the Central Coast for more than 21 years. With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated plan that’s right for you. Obispo Wealth Management was established in 2009 during the financial crisis with the intent of "saving people from Wall Street." As an advisor with more than 15 years of experience at the time from two major Wall Street firms, I wanted to take the best ideas and bring them together in one place, putting the client's interests first.
To help people financially PROVIDE and PROTECT for themselves and their families.
How We Help
Provide – The process of helping clients become financially independent with:
- Cash flow management with budgeting and savings
- Accumulating wealth to fund financial goals and retirement
- Retirement planning
- Business succession planning
Protect – Preparing clients for circumstances that may hurt them financially with:
- Risk management with insurance planning
- Income and asset protection strategies
- Tax management strategies
- Estate planning
- Identity theft protection
Learn more about the team that can help you.