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We provide sophisticated investment and financial service offerings combined with the highest-end financial planning, specializing in business exits, divorce, and other sudden financial changes.  The firm is built on the principles of honesty, integrity, and objective decision-making.  

Contact Us
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Email: info@confluenceca.com

Phone: (310) 807-3098

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Proudly serving Woodland Hills, San Fernando Valley, and Greater Los Angeles - with clients across the U.S.

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Copyright © 2026 by Confluence Capital Advisors. All Rights Reserved. Privacy Policy. Site Design by 

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DISCLAIMER

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Confluence Capital Advisors, LLC is a state-licensed investment advisor located in Woodland Hills, California. Confluence Capital Advisors, LLC and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon state licensed investment advisors by those states in which Confluence Capital Advisors, LLC is licensed. This website is not a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. This website is for informational purposes only. Information on this website should not be interpreted to state or imply that past results are an indication of future performance. Information on this website, including that which is obtained from unaffiliated third-party sources, is believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Confluence Capital Advisors, LLC does not make any representations or warranties, expressed or implied, as to the accuracy, completeness or relevance of any information contained on this website. Investment Advisory Services offered by Confluence Capital Advisors, LLC, a California registered investment advisory firm. Divorce financial planning and related consulting services are provided by Confluence Divorce Solutions, a separate legal entity affiliated with Confluence Capital Advisors. Such services are not investment advisory services offered by Confluence Capital Advisors, a California-registered investment adviser. Separate agreements, fees, and engagement terms apply.

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PRIVACY POLICY

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We recognize that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Confluence Capital Advisors, LLC will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Confluence Capital Advisors, LLC will provide its privacy statement to all clients annually.

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We want our clients to understand what information we collect, how we use it, and how we protect it responsibly.

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BROKER CHECK

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