Insights that help empower smarter financial decisions.
We believe that the more you know, the better equipped you will be to make sound decisions. View Confluence’s library of resources to gain important insights to stay up to date on financial topics.
RESOURCES
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What Is Private Wealth Management?
January 16, 2026
CFP®, CPA, President
Fourth Quarter 2025 Market Recap
January 5, 2026
CFA, CFP®, Chief Investment Officer
Legacy Planning for Affluent Families: Preparing the Next Generation for Wealth and Responsibility
December 17, 2025
CFP®, Wealth Manager
November 2025 Market Recap | Confluence Financial Partners
December 2, 2025
CFA, CFP®, Chief Investment Officer
Confluence Financial Partners Featured on Public Television Documentary “All Access with Andy Garcia”
November 24, 2025
Chief Executive Officer, Chairman
MBA, Wealth Manager
Confluence Through Our Eyes: Stories from the Team
October 9, 2025
Market Recap: Q3 2025
October 3, 2025
CFA, CFP®, Chief Investment Officer