Ambassador Wealth Management

Specialties

Orange County Financial Advisor and Financial Planner, Ambassador Wealth Management provides retirement planning by utilizing retirement calculators, market analysis and CFP® tools. We provide our clients the peace of mind to retire and stay retired.

History

Established in 2013.

Peter O’Brien has 35 years of experience as an investment advisor in Orange County and the financial services industry. Michael Nelson, CFP® has 12 years of financial services experienced along with an MBA in Financial Planning.

Meet the Business Owner

Peter O.

Business Owner

Peter’s lifelong calling in the financial services industry, now exceeding 30 years, has been dedicated to helping clients get their financial affairs in order so they can focus on their most important family goals and values. It has been a career built on integrity, character and forged with positive leadership.

Career experience includes Wells Fargo as a Financial Advisor, Bank of America Investment Services as the Market Director II for the state of Arizona, and as a Regional Manager with AllianceBernstein Investment Management where he became a student of the Sanford C. Bernstein investment management process for working with the ultra high net worth client.

Peter attended Whittier College and graduated with a B.A. in Economics and Business Administration. He holds the following registrations: Series 7, 24, 53, 65, 66, Life Insurance Agent and is registered in California as well as Arizona.