AeroLeads people directory · profile
David Nilsen Email & Phone Number
Founder and Wealth Consultant
at
Obispo Wealth Management
1 work email found
@obispowealthmanagement.com
3 phones found area 805
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Wealth Consultant
Location
San Luis Obispo, California, United States
Company size
Who is David Nilsen? Overview
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Quick answer
David Nilsen is listed as Founder and Wealth Consultant at Obispo Wealth Management, a with 3 employees, based in San Luis Obispo, California, United States. AeroLeads shows a work email signal at obispowealthmanagement.com, phone signal with area code 805, and a matched LinkedIn profile for David Nilsen.
David Nilsen previously worked as Founder & Wealth Consultant at Obispo Wealth Management and Rotarian at Rotary Slo Daybreak. David Nilsen holds Agri-Business, Ag. Marketing And Finance from California Polytechnic State University-San Luis Obispo.
Company email context
Email format at Obispo Wealth Management
This section adds company-level context without repeating David Nilsen's masked contact details.
*@obispowealthmanagement.com
71% confidence
AeroLeads found 1 current-domain work email signal for David Nilsen. Compare company email patterns before reaching out.
Profile bio
About David Nilsen
I Listen to my clients then develop, Implement and monitor a financial plan custom tailored to their unique life/financial goals and risk tolerance; recommend investment strategies without proprietary product pressures; and provide comprehensive advice and personalized service.David Nilsen is a registered representative with, and securities and advisory services offeredthrough LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC; For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above . www.finra.org www.sipc.com Third party posts found on this profile d not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which I am/we are registered to do business, please visit www.obispowealthmanagement.com or-- The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residentsof the following states: AZ, CA, ID, MO, MT, NM, NV, TN, TX and WA.Specialties: Investments, Retirement, Insurance & Financial Planning
Listed skills include Investments, Retirement Planning, Insurance, Financial Analysis, and 46 others.
Current workplace
David Nilsen's current company
Company context helps verify the profile and gives searchers a useful next step.
Obispo Wealth Management
9 roles · 25 years
David Nilsen work experience
A career timeline built from the work history available for this profile.
Founder & Wealth Consultant
CurrentThrough our affiliation with LPL Financial, we provide independent and objective advice and guidance, to help our clients with: °Investment Management °Retirement and College Planning °Insurance & Estate Planning °Financial Planning Services
Mar 2009 - Present
Rotarian
Current
Rotary Slo Daybreak
2002 - Present
~24 yrs 6 mos
Board Member
South County Advisory Council (Scac); San Luis Obispo County
The SCAC is a diverse and representative group of volunteers working to share information about important issues affecting Nipomo, California. The SCAC meets at 6:30 pm on the 4th Monday of each month in the Nipomo Community Services District building at 148 S Wilson in Nipomo. The minutes and agendas of our meetings are on this website
May 2015 - Jun 2017
Board President & Member
The mission of the Nipomo Chamber of Commerce is to promote the civic, economic, agricultural, educational and social welfare of Nipomo and the State of California
2009 - 2017
~8 yrs
Participant
Pivotal Synergy - Business Leaders Group
The mission of the Pivotal Synergy business development group is to provide a mutually supportive and positive professional environment, in which every member has the opportunity to develop affiliations through effectual networking, which in turn fosters strong business relationships for honest profit
Jan 2014 - Nov 2016
Owner
Nipa Cellars
Jul 2008 - Jul 2012
Senior Financial Advisor
Nov 2005 - Apr 2009
Vice President/Asst. Branch Manager
Jul 1994 - Nov 2005
1 education record
David Nilsen education
-
California Polytechnic State University-San Luis Obispo
FAQ
Frequently asked questions about David Nilsen
Quick answers generated from the profile data available on this page.
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 listed as Founder and Wealth Consultant at Obispo Wealth Management.
What is David Nilsen's email address?
AeroLeads has found 1 work email signal at @obispowealthmanagement.com for David Nilsen at Obispo Wealth Management.
What is David Nilsen's phone number?
AeroLeads has found 3 phone signal(s) with area code 805 for David Nilsen at Obispo Wealth Management.
Where is David Nilsen based?
David Nilsen is based in San Luis Obispo, California, United States while working with Obispo Wealth Management.
What companies has David Nilsen worked for?
David Nilsen has worked for Obispo Wealth Management, Rotary Slo Daybreak, South County Advisory Council (Scac); San Luis Obispo County, Nipomo Chamber Of Commerce, and Pivotal Synergy - Business Leaders Group.
Who are David Nilsen's colleagues at Obispo Wealth Management?
David Nilsen's colleagues at Obispo Wealth Management include Christina C..
How can I contact David Nilsen?
You can use AeroLeads to view verified contact signals for David Nilsen at Obispo Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did David Nilsen attend?
David Nilsen holds Agri-Business, Ag. Marketing And Finance from California Polytechnic State University-San Luis Obispo.
What skills is David Nilsen known for?
David Nilsen is listed with skills including Investments, Retirement Planning, Insurance, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial Planning, and Financial Risk.
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