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Joseph Tabaka, CFP®

Joseph Tabaka, CFP®

Student Affairs/Off Campus Housing

Followers of Joseph Tabaka, CFP®579 followers
location of Joseph Tabaka, CFP®Pittsburgh, Pennsylvania, United States

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  • Timeline

  • About me

    Wealth Manager at Confluence Financial Partners

  • Education

    • Central Catholic High School

      1983 - 1987

      Activities and Societies: Men of Faith, Men of Scholarship, Men of Service

    • University of Pittsburgh

      1987 - 1991
      BA Business/Economics

  • Experience

    • University of Pittsburgh

      Sept 1987 - Mar 1992
      Student Affairs/Off Campus Housing

    • Commercial Industrial Equipment

      Apr 1992 - Sept 1993
      Sales & Marketing Representative

    • Valquip Corporation

      Oct 1993 - Aug 1995
      Sales & Marketing Representative

    • McJunkin Redman Corporation

      Sept 1995 - Aug 1999
      Account Representative

    • Wells Fargo Advisors, LLC

      Sept 1999 - May 2016
      Financial Advisor, First Vice President

    • Confluence Financial Partners

      Jun 2016 - now
      Wealth Manager

      Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov. The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss. Show less

  • Licenses & Certifications

  • Volunteer Experience

    • Letterman's Club Board of Directors

      Issued by Central Catholic High School on Mar 2022
      Central Catholic High SchoolAssociated with Joseph Tabaka, CFP®

    • Treasurer

      Issued by United Cerebral Palsy on Jan 2000
      United Cerebral PalsyAssociated with Joseph Tabaka, CFP®

    • Viking Victory Auction Committe

      Issued by Central Catholic High School on Jan 1997
      Central Catholic High SchoolAssociated with Joseph Tabaka, CFP®

    • Hockey Coach

      Issued by Central Catholic High School on Aug 2014
      Central Catholic High SchoolAssociated with Joseph Tabaka, CFP®