Joe Tabaka

Wealth Manager | CFP®

What does an individual seek when they hire a financial advisor? Honesty in pursuit of their goals, clarity in an investment planning process, dedication to their family’s needs? This describes Joe Tabaka’s approach.  With more than 20 years’ experience Joe has been helping families reach their goals while striving to provide excellent service.

Prior to joining Confluence Financial Partners in 2016, Joe and his partner founded the Kolias-Tabaka Wealth Management Team of Wells Fargo where Joe served as a First Vice Presidents–Investment Officer. Joe is a graduate of the University of Pittsburgh, with a degree in economics and is also a CERTIFIED FINANCIAL PLANNER™ certificant.

Joe is committed to giving back to the community, having served as a treasurer of the United Cerebral Palsy of Western Pennsylvania and various duties for Central Catholic High School including acting as a mentor to students. He also serves as head coach of Central Catholic’s bantam Ice Hockey team. Joe lives in Ohio Township with his wife, Julie, and their children, Nicholas, Jordyn and Adam.

Certified Financial Planner Board Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™  and CFP® in the U.S.

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