What does an individual seek when they hire a financial advisor? Honesty in pursuit of their goals, clarity in the investment planning process, and dedication to their family’s needs. These values describe Joe Tabaka’s approach.
With more than 25 years of experience, Joe has been helping families reach their goals while striving to provide excellent service. Prior to joining Confluence Financial Partners in 2016, he and his partner founded the Kolias-Tabaka Wealth Management Team of Wells Fargo, where Joe served as a First Vice President–Investment Officer.
A graduate of the University of Pittsburgh with a degree in economics, Joe is also a CERTIFIED FINANCIAL PLANNER™ professional. Additionally, he is a proud alumnus of Central Catholic High School in Pittsburgh. Over the years, Joe has stayed involved with his alma mater by coaching the hockey team, serving on the Auction Committee and the Letterman’s Club, and mentoring current students.
Joe lives in Sewickley with his wife, Julie. Their three children are thriving on their own, successfully pursuing their respective careers.