Obispo Wealth Management, a growing independent financial services firm located in the heart of San Luis Obispo, recently named Christina Coyle as its new operations/office manager.

Coyle was the complex senior service manager at the San Luis Obispo office of Morgan Stanley Smith Barney, which included the San Luis Obispo, Santa Maria and Paso Robles branches where her management skills and extensive knowledge of the financial industry promoted her from Client Service Associate to Complex Senior Service Manager.

Through this rough and tumble economy, Coyle has joined Dave Nilsen’s team to aid in these troubling times,  increase client success through her detailed attention to each client’s personal needs and increase financial awareness by utilizing popular public media, seminars and other various educational sources.

“We are lucky to have someone with Christina’s financial expertise and personal skills join our team,” said Dave Nilsen, president and chief financial advisor of Obispo Wealth Management. “We feel her experience and skills will enhance our level of professionalism and client satisfaction.”

The staff at Obispo Wealth management is composed of highly trained professionals with a vast array of expertise. Obispo Wealth Management works closely with their clients to customize a financial plan that is best suited to meet their needs. Obispo Wealth Management is associated with broker/dealer Commonwealth Financial Network. 

For more information, please call (805) 541-6500 or visit the website at www.ObispoWealthManagement.com.

About Obispo Wealth Management
Dave Nilsen has been providing individuals and organizations with financial guidance since 1994.  Located at 1301 Chorro Street Suite A, San Luis Obispo, CA 93401, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.ObispoWealthManagement.com. Nilsen is a registered representative, and investment adviser representative, with and offers securities and advisory services through Commonwealth Financial Network, member FINRA/SIPC, a registered investment adviser.