Company

Confluence Capital Advisors

Investment Management Encino, Ca, United States 1 employees

Employees: 1
Contacts: 1
Emails: 1

www.confluenceca.com LinkedIn

Confluence Capital Advisors Overview

Headquarters: Encino, Ca, United States
Website: www.confluenceca.com
Industry: Investment Management
Employees: 1
Founded: 2016
Funding: ,
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

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

About Confluence Capital Advisors

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