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Dear Friends & Obispo Wealth Management Community,


We’re excited to share that Obispo Wealth Management has been nominated for Best of the Central Coast in the Wealth Management category, and Sarah Santana has been nominated in the Financial Planning category! We’re honored to be recognized and grateful to serve our wonderful Central Coast community.


Thank you for your continued trust and support. It’s a privilege to be part of your financial journey, and we’re grateful for the opportunity to serve you and our Central Coast community. Your support means a great deal to our entire team!

 
You have Questions, we have Answers

With appreciation,


Dave, Sarah, Annie, Christina & Tony

The Obispo Wealth Management Team


805 Aerovista Pl, Ste 206, San Luis Obispo, CA 93401


(805)541-6500

Obispoweatlthmanagement.com

info@obispowealthmanagement.com

The Wealth Consultants of Obispo Wealth Management are registered with and securities and advisory services are offered through LPL Financial a registered investment advisor, Member FINRA/SIPC. This e-mail, including attachments, is intended for the exclusive use of the addressee and may contain proprietary, confidential, or privileged information. If you are not the intended recipient, any dissemination, use, distribution, or copying is strictly prohibited. If you have received this e-mail in error, please notify me via return e-mail, permanently delete the original message and destroy all copies.


Fixed insurance products and services offered by Obispo Wealth Management are separate and unrelated to LPL.


This communication is strictly intended for individuals residing in the state(s) of AZ, CA, DC, ID, MO, MT, NM, NV, OR, TN, TX, WA. No offers may be made or accepted from any resident outside the specific states referenced. Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025.