David Nilsen
Founder & Wealth Consultant at Obispo Wealth Management | San Luis Obispo, California, United States
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Rotarian at Rotary SLO Daybreak in January 2002 to Present
Founder & Wealth Consultant at Obispo Wealth Management in March 2009 to Present
Board Member at South County Advisory Council (SCAC); San Luis Obispo County in May 2015 to June 2017
Board President & Member at Nipomo Chamber of Commerce in January 2009 to January 2017
Participant at Pivotal Synergy - Business Leaders Group in January 2014 to November 2016
Owner at Nipa Cellars in July 2008 to July 2012
Senior Financial Advisor at Merrill Lynch in November 2005 to April 2009
Vice President/Asst. Branch Manager at Morgan Stanley Dean Witter in July 1994 to November 2005
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Investments
Retirement Planning
Insurance
Financial Analysis
Financial Reporting
Financial Modeling
Strategic Financial Planning
Financial Risk
Financial Markets
Financial Advisory
Financial Structuring
Investment Advisory
Investment Strategies
Alternative Investments
Investment Management
Bonds
Mutual Funds
Fixed Annuities
Notary Public
Wealth Management
Wealth
Consulting
Term Life Insurance
Life Insurance
Disability Insurance
Account Management
Risk Management
401k
Estate Planning
Tax Advisory
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Discover more about Obispo Wealth ManagementWhat is David Nilsen email address?
Email David Nilsen at [email protected] and [email protected]. This email is the most updated David Nilsen email found in 2026.
What is David Nilsen phone number?
David Nilsen phone number is +18057207700 and +12018951341.
How to contact David Nilsen?
To contact David Nilsen send an email to [email protected] or [email protected]. If you want to call David Nilsen try calling on +18057207700 and +12018951341. (updated on August 28, 2024)
What is David Nilsen net worth?
David Nilsen has an estimated net worth of $750,000 to $999,999
What company does David Nilsen work for?
David Nilsen works for Obispo Wealth Management
What is David Nilsen's role at Obispo Wealth Management?
David Nilsen is Founder & Wealth Consultant
What industry does David Nilsen work in?
David Nilsen works in the Financial Services industry.
David Nilsen Email Addresses
David Nilsen Phone Numbers
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