CWM Welcomes Josh Cepeda, CFP®

Josh Cepeda brings 17 years of experience to Confluence Wealth Management as a Wealth Advisor. Josh came from Well Fargo Advisors where he dealt with high net worth individuals. Josh will continue to help individuals in understanding their complete wealth picture and selecting the right strategy.

“My primary goal is to have my clients continually feel confident that their financial affairs are in order” says Josh. “Over time I act as a client’s personal ‘financial sounding-board’, helping them navigate through all of the financial ups and downs that life throws their way.”

You can read more about Josh here.