Confluence Capital Advisors
www.confluenceca.comAs 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
Read moreAs 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
Read moreCountry
State
California
City (Headquarters)
Encino
Employees
1-10
Founded
2016
Social
Employees statistics
View all employeesPotential Decision Makers
Founder
Email ****** @****.comPhone (***) ****-****