About Obispo Wealth Management We Develop, Implement and Monitor a financial plan custom tailored to the client's unique life/financial goals and risk tolerance; recommend investment solutions without propietary product pressures; and provide objective advice and personalized service. We adhere to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional.