Welcome...
We are honored to be recognized by the Dave Ramsey organization as a SmartVertor Pro for Investments, Retirement, Insurance, and Financial Planning.
We look forward to assisting you with your financial journey and will be in touch with you shortly.
Eager to get started. Call me at (805) 541-6500 or schedule a meeting online right now. Click Here
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Obisbo Wealth Management or LPL Financial.
Meet your SmartVestor Pro - David S Nilsen
I have been a Financial Advisor since 1994, serving clients here on the Central Coast and all around the Country. I worked at two major Wall Street firms, Morgan Stanley and Merrill Lynch before founding Obispo Wealth Management in 2009. I took the best ideas and practices I had learned from those firms along with the excellent training I had received, so I could advise clients with an Independent approach that puts my client's best interests first.
I look forward to meeting with you to discuss where you are and to assist you in discovering what steps you need to take to pursue your unique financial goals with a customized plan for you and your family.
Let's Get Started, Give me a Call (805) 541-6500
How did I become familiar with SmartVestor Pro?
I have heard of Dave Ramsey for years, but did not become familiar with him until a family member used SmartVestor Pro. I was curious and learned more about the strategies in this program and was impressed with the program's message.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Obisbo Wealth Management or LPL Financial.
What Kind of Experience do I have?
I started as a Stock Broker with Dean Witter in 2004, which eventually became Morgan Stanley. Over time, our industry evolved by first embracing Asset Allocation strategies using Mutual Funds and then more advanced Financial Planning techniques. I moved to Merrill Lynch for a few years before starting Obispo Wealth Management in 2009.
During my career, I have helped clients navigate complex financial markets such as the Tech Wreck of 2000; The Lost Decade of Stocks 2000-2010; Asian Currency Crisis; US Debt Downgrade; 9/11; Gulf Wars; War on Terror and the Financial Crisis of 2008, to name a few.
Today as a LPL Financial Advisor, we help clients with their first investment up to providing sophisticated Financial Planning advice to High-Net-Worth Clients.
What will we talk about in our first Meeting?
Our first meeting is all about getting to know each other. We will take the time to get to know you, your family, your values, and your financial goals. Information we will use to custom design an investment plan that meets your specific needs.
Finally, we are here to answer all your questions and concerns.
There is Never a cost or obligation to meet with us to discuss how we can help you.
Find A Financial Advisor with the Heart of a Teacher
- SmartVestor Pro
Communication is Key
We pride ourselves on the Excellent Communication and Customer Service we provide our clients. We do it with:
- Regular Meetings your way: Face-to-Face, Zoom, or by Phone.
- Email Updates
- Educational Materials
- Social Media Posts
- Weekly Market Update Emails
- Monthly Financial Planning Emails
- Bi-Monthly Lifestyle Magazine
- Always Available by Phone, Email, Zoom or Face-to-Face to answer your questions and concerns.
