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Ambassador Wealth Management office
Peter O'Brien - Chief Investment Officer
Ambassador Wealth Management Financial Planning

Choosing the right advisor is one of the most important decisions you can make in achieving success through life's transitions. We help affluent clients to achieve their financial goals and dreams by not only providing a tailored holistic financial plan that is customized to individual needs, but help to implement, monitor, and adapt that plan to changing market forces as well as life events.

Website: ambassadorwealth.com

Phone: (714) 676-2061

Interested in our services?

Closing soon · 6 PM

  • Thu 9:00 AM - 6:00 PM

5101 E La Palma Ave Anaheim, CA 92807 ·2166.85 mi

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Amenities

  • Parking

Reviews

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5.0 2 reviews
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John C. 04/18/14

Mike and Peter were so professional and patient in reviewing my financial plan. Their advice and recommendations were logical and practical. They explained all my options and answered all my...

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D E. 03/11/15

I have known Michael Nelson for a long time. As my mentor/colleague in the banking business, he always had the ability to take complex financial models and explain it to the common man. He has...

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