As a Multi-Family Office, we specialize in Investing & Divorce Financial Planning for the highly successful. We provide sophisticated investment and financial service offerings combined with the highest-end financial planning, specializing in divorce. The firm is built on the principles of honesty, integrity, and objective decision-making.
Brett Cicinelli, CFA, CFP®, CDFA®, MAFF® brings over two decades of financial and analytical experience to work for clients and is the founder and President of Confluence Capital Advisors. He teaches a post-graduate course on Alternative Investing Strategies. Brett also earned the designations of Chartered Financial Analyst (CFA), Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Master Analyst in Financial Forensics® (MAFF®).
Learn More HERE: https://www.confluenceca.com
Company Details
- Employees
- 1
- Founded
- -
- Address
- 16832 Otsego Street, Encino,ca 91436,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://www.confluenceca.com
- Keywords
- Multi-Family Office, Financial Planning, Divorce Financial Planning, Financial Forensics & Lifestyle Analysis, Business Valuation, Household Budgeting and Bill Paying, Investments, Family Governance, Multi-Generation Education, Tax and Estate Planning, Business Planning, Risk Management, Philanthropy, Attorney & Mediator Support, Certified Divorce Financial Planner (CDFA).
- HQ
- Encino, CA
Confluence Capital Advisors Questions
Confluence Capital Advisors's website is https://www.confluenceca.com
Confluence Capital Advisors's LinkedIn profile is https://www.linkedin.com/company/confluenceca
Confluence Capital Advisors has
1 employees.
View email and phone details for 1
employees at Confluence Capital Advisors.
Confluence Capital Advisors's industry is
Investment Management
Confluence Capital Advisors's top competitors are
Charles M. Green, Aplc,
Jp Tax Consulting Co.,
Entous, Neymark & Lisi, Inc.,
Leticia Gonzalez Tax Preparation Service,
Collab Media Ventures,
Baseballgenerations,
Heritage Wealth Counselors,
Confluence Capital Management, Llc,
Brightside Partners,
Art Firm Advisor, Llc.
Confluence Capital Advisors's categories are Investment Management
Confluence Capital Advisors's founding year is 2016
