Obispo Wealth Management

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560 Higuera St Ste A
San Luis Obispo, CA 93401
+1 (805) 541-6500
http://www.obispowealthmanagement.com

Obispo Wealth Management is an independent financial services firm located in San Luis Obispo, California, dedicated to providing personalized financial advice as a fiduciary to its clients. Established in the aftermath of the 2008 financial crisis, the firm leverages nearly 30 years of expertise to assist individuals, families, and businesses in achieving their financial objectives through tailored investment strategies and comprehensive planning.

With a mission to alleviate the stress associated with financial decision-making, Obispo Wealth Management focuses on empowering clients to thrive in a dynamic economic landscape. The firm's services encompass various aspects of financial planning, including investment risk, tax strategies, estate planning, and retirement solutions, ensuring that each plan aligns with the client's goals and risk tolerance.

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