We Aim to Help Clients Succeed Experience Counts Serving our region since 1994We’ve been helping individuals, families, and corporations on the Central Coast for about 25 years. With broad experience in every aspect of financial and retirement planning, we can deliver an integrated plan that’s right for you.Obispo Wealth Management was created back in 2009, during the financial crisis with the intent of "saving people from Wall Street." I wanted to help clients with the best ideas and strategies I learned while working at two leading Wall Street firms. While being independent allows me to make recommendations that put the clients best interest first. Our Purpose To help people financially PROVIDE and PROTECT for themselves and their families. How We Work Provide – The process of aiming to help clients become financially independent with:Cash flow management with budgeting and savingsAccumulating wealth to fund financial goals and retirementRetirement planningBusiness succession planningProtect – Preparing clients for circumstances that may hurt them financially with:Risk management with insurance planningIncome and asset protection strategiesTax management strategiesEstate planning strategiesIdentity theft protectionLearn more about the team that can help you.