Doing good, giving back, uniting family, educating youth - so many great things can be achieved through philanthropy. Confluence Capital Advisors can guide you through the process, encouraging you to formalize your values and beliefs, helping you to define the results and path to success, and establishing a plan to continuously improve results.
Confluence offers a full suite of philanthropic services to individuals and businesses—including strategic planning, asset management, and administrative resources. Our focus is to help you empower your impact and help you select the best course for your philanthropic activity. We support you to maximize the benefit to the causes you choose to support and your personal and financial goals.
We are process-oriented and client-focused, creative, trustworthy, and dedicated to helping you use your financial success to help others and create a legacy of giving. We have the expertise to integrate your philanthropic activities to maximize the benefit to the causes you support and your personal or institutional financial goals.
The Confluence Difference
You are probably wondering, why should I work with you? Or, what will be different for me and my family working with you? Our firm is built on the principles of honesty, integrity, and objective decision-making. From legacy planning to tax advisory and compliance, we have everything you need to simplify your life … all in one place.
As a fiduciary, we promise that you:
Are served with dedication, loyalty, and aspirations of building a true partnership.
Benefit from interests that are aligned.
Are recognized as unique, will be heard and understood, and will obtain a highly customized financial solution that fits you.
Are coordinating with a partner that believes in honesty, integrity, and objective decision-making.
Are not beholden to the desires of a large institution with its own sales agenda.
Receive expertise in complex financial analysis, valuation, and portfolio management.
Are Served by a firm that is proud of its investment performance track record.
Are advantaged by working directly with the owner of a firm.
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Why Choose Confluence
We Inspire Long-Term Financial Success
Confluence Capital Advisors is an independent firm serving Encino and Greater Los Angeles with a deep commitment to providing guidance that is free of conflicts of interest, based solely on the sum of our experience and expertise. We are committed to putting client interests first and to stewarding both wealth and well-being for those we serve. We have a singular measure of success: the results we get for our clients.
Brett Cicinelli brings over two decades of financial and analytical experience to work for clients. 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®).