Confluence Capital Advisors: A Multi-Family Office Specializing in Investing and Divorce Financial Planning
Confluence Capital Advisors is a multi-family office that specializes in investing and divorce financial planning for highly successful individuals. The company provides sophisticated investment and financial service offerings combined with the highest-end financial planning, particularly in the area of divorce. Confluence Capital Advisors is located at 16832 Otsego Street Encino, CA 91436, US and operates within the financial services industry.
The firm was built on the principles of honesty, integrity, and objective decision-making, and is led by founder and President Brett Cicinelli, CFA, CFP®, CDFA®, MAFF®. Cicinelli brings over two decades of financial and analytical experience to work for clients, ensuring that they receive the best possible advice and guidance in their financial endeavors.
In addition to his role as President of Confluence Capital Advisors, Cicinelli also teaches a post-graduate course on Alternative Investing Strategies. This experience in academia further reinforces his expertise in the financial services industry, allowing him to provide clients with well-researched and informed investment advice.
Cicinelli has earned several prestigious designations in the world of finance, including Chartered Financial Analyst (CFA), Certified Financial Planner® (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Master Analyst in Financial Forensics® (MAFF®). These certifications demonstrate his commitment to continued education and professional development in order to provide the best possible service to his clients.
Confluence Capital Advisors takes pride in offering its clients a personalized approach to financial planning, ensuring that each individual's unique needs and goals are taken into consideration. The firm's expertise in divorce financial planning sets it apart from other financial services providers, as it understands the complexities and emotional challenges associated with divorce and is well-equipped to offer tailored advice and strategies to help clients navigate this difficult period in their lives.
For more information on Confluence Capital Advisors and their range of services, visit their website at https://www.confluenceca.com. Here, prospective clients can learn more about the firm's approach to financial planning, investing, and divorce, as well as access a wealth of resources designed to help them make informed decisions about their financial future.