David Nilsen Email & Phone Number
Founder and Wealth Consultant @ Obispo Wealth Management
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David Nilsen Location
- San Luis Obispo, CA, US
David Nilsen Work
- Founder and Wealth Consultant @ (March 2009 - Present)
- Rotarian @ Rotary SLO Daybreak (January 2002 - Present)
- Board Member @ South County Advisory Council (SCAC); San Luis Obispo County (May 2015 - June 2017)
- Board President and Member @ (January 2009 - January 2017)
- Participant @ Pivotal Synergy - Business Leaders Group (January 2014 - November 2016)
- Owner @ Nipa Cellars (July 2008 - July 2012)
- Senior Financial Advisor @ (November 2005 - April 2009)
- Vice President and Asst. Branch Manager @ (July 1994 - November 2005)
David Nilsen Education
- California Polytechnic State University-San Luis Obispo
Agri-Business (Ag. Marketing and Finance)
1988-1992
David Nilsen Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- College Education Planning
- Consulting
- Fixed Annuities
- Bonds
- Wealth Preservation Planning
- Indexed Annuities
- Insurance
- Retirement Planning
- Account Management
- Wealth Management Services
- Financial Modeling
- IRAs
- Investments
- Financial Risk
- Variable Annuities
- 401k
- Investment Advisory
- Roth IRA
- Return on Investment
- Wealth Management
- Life Insurance
- Mutual Funds
- Tax Advisory
- Multi Generational Wealth Transfer
- Simple IRA
- Strategic Financial Planning
- Notary Public
- Investment Strategies
- SEP IRA
- Foreign Investment
- Stocks
- Wealth Accumulation
- Risk Management
- College Savings Plans
- Financial Analysis
- Disability Insurance
- Wealth
- Real Estate Investment Consulting
- Long Term Care Insurance
- 401k Rollovers
- Financial Reporting
- ETFs
- Term Life Insurance
- Financial Markets
- Investment Management
- Financial Structuring
- Wealth Accumulation Strategies
David Nilsen Summary
- David Nilsen, based in San Luis Obispo, CA, US, is currently a Founder and Wealth Consultant at Obispo Wealth Management. David Nilsen brings experience from previous roles at Rotary SLO Daybreak, South County Advisory Council (SCAC); San Luis Obispo County, Nipomo Chamber of Commerce and Pivotal Synergy - Business Leaders Group. David Nilsen holds a 1988 - 1992 Agri-Business in Ag. Marketing and Finance @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, College Education Planning, Consulting and more. David Nilsen has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Obispo Wealth Management Employees
David Nilsen
Founder and Wealth Consultant
San Luis Obispo, CA, US
Sarah Santana
Wealth Consultant
San Luis Obispo, CA, US
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