Confluence Financial Partners

As we gather with loved ones and give thanks for all that we have, we’re also grateful for the opportunity to support and give back to our community. Whether it’s through the work we do or the small acts of kindness we share, we believe in the power of gratitude to make a positive impact. Wishing everyone a warm and joyful Thanksgiving filled with love, laughter, and plenty to be grateful for. ?? #HappyThanksgiving #Gratitude #Community #ConfluenceCares #GiveBack

We’re thrilled to introduce Stephanie Bogden, MBA, WMCP? as Confluence’s new Chief Operating Officer! In her role, Stephanie will work closely with our leadership team to streamline daily operations, enhance our systems, and ensure we continue to provide exceptional client service. She holds a PA Life, Health and Accident Insurance License, Series 65, and the WMCP? (Wealth Management Certified Professional) designation. Stephanie lives in Rosslyn Farms with her husband, four children, and three dogs. She’s deeply involved in the Sewickley Academy parent community, where her youngest two children attend school and she contributes to various committees. When she’s not busy in the office or volunteering, Stephanie enjoys cooking, staying active with fitness, and traveling to destinations that offer sand and sunshine! We’re excited to have Stephanie onboard and can’t wait to see the amazing impact she will make. Please join us in welcoming her to Confluence! Learn more about Stephanie: https://hubs.la/Q02ZK6KF0 #TeamConfluence #Leadership #Welcome #NewBeginnings

Congratulations to Jackson Elizondo, CFP?, Wealth Manager, for being named to Pittsburgh Magazine's 40 Under 40 Class of 2024! Each year, Pittsburgh Magazine and PUMP recognize 40 outstanding individuals under the age of 40 whose creativity, vision, and passion help shape and enrich our vibrant Pittsburgh community. Jackson was honored at the 40 Under 40 Celebration on November 15 at The Event Center at Rivers Casino. We’re proud of Jackson’s accomplishments and his continued commitment to making a difference in Pittsburgh. Learn more about Jackson and how he gives back to the community: https://hubs.la/Q02YBfGM0 #Pittsburgh #40Under40 #CommunityLeader #PittsburghMagazine #MakingADifference Jackson Elizondo was awarded Honoree of the 40 under 40 award by -Pittsburgh Magazine on August 5th, 2024. The rating was based on the time-period between 6/1/23-6/1/24. Nominees have to be 39 years of age or younger, live/work in the Greater Pittsburgh Area and are selected based on the quality of the nomination submitted. No compensation was provided to in connection with the award.

The term 'organic' isn’t necessarily synonymous with better health. Hear from our Dietitian, Sarah Rupp, MS, R, LDN, as she beaks down the facts to help you make informed choices for your health. Read article here ??https://hubs.la/Q02Wrd3_0

Congratulations to the Confluence Financial Partners team on making the Forbes Top RIA Firms List 2024! Most importantly, thank you to our clients. We are privileged to help you and your family maximize your lives and legacies. We look forward to the future. https://hubs.la/Q02S-6750 Disclosure: SHOOK Research is independent from Forbes and does not receive compensation from the advisors, firms, media, or any other source in exchange for placement on a ranking. The ranking algorithm reviews data weighted to ensure the priorities are given dynamics such as ‘best practices’, business models, business activity, etc. Each variable is graded and represents a certain value for each measured component and is not based on the company’s growth or other metrics over time. Ranking as of 10/8/24 based on 2024 data.

We’re #hiring a new Director of Client Service in Pittsburgh, Pennsylvania. Apply today or share this post with your network.

We’re #hiring a new Chief People Officer in Pittsburgh, Pennsylvania. Apply today or share this post with your network.

Hear from our Chief Investment Officer, William R. Winkeler Jr., CFA, CFP?, on the September Market Recap. What's included? ?? September in Review ?? What Happens Next: Market Rotation Following Rate Cuts? ??What's on Deck for October Click the link to read the full article: https://lnkd.in/gudKuH3W

Join us this Friday, October 4, at our McMurray office for "Coats for Kids"! ???? In conjunction with SHIM (South Hills Interfaith Movement), we are collecting new or lightly worn jackets, hats, gloves, and other cold weather items for our neighbors in need from 12:00pm - 4:30pm. Listen to the latest episode of the Imagine That Podcast with Greg Weimer, CEO and Host, and Rachel White from SHIM as they discuss the heart behind "Coats for Kids" by clicking here: https://hubs.la/Q02RLSXk0

Employers are increasingly offering stock benefits as part of their compensation packages to remain competitive in the job market. Understanding the differences in these benefits is crucial to maximizing their potential and avoiding costly mistakes. Follow the link to read the article by Jackson Elizondo, CFP?: https://hubs.la/Q02RJr1n0