Joshua Coniglio, CF2

About Joshua Coniglio

Joshua Coniglio, CFP® is the Director of Financial Planning at Pacific Capital, located in Corona California. Josh meets personally with clients to understand their priorities and then to design and implement the right strategy to reach their goals.
 
Josh holds the Certified Financial Planner (CFP®) designation. He graduated from California State University, Fullerton with a bachelor’s degree in Finance and an emphasis in personal financial planning. Josh also earned the National Social Security Advisor certificate  - NSSA®, from the National Social Security Administration. He has many years of experience working for premier financial planning firms in Orange County, focused on advanced financial plan design, investment management, tax strategies, retirement planning, income planning, insurance planning, and estate planning strategies.
 Josh is a Southern California native and lives in Corona with his wife Stephanie and their dog Cooper. When Josh is not in the office he enjoys the outdoors, hiking, fishing, camping and golfing.