About Confianza Wealth Management:
Confianza Wealth Management was founded to bridge the accessibility gap between fiduciary financial planning and industry giants. We understand that most firms only work with individuals who already have large investable assets.
What about those aspiring to improve their financial situation but don't have enough assets to access financial planning? Confianza is here to help those neglected by industry giants and have every benefit to gain from financial planning concepts.
Our Mission:
Confianza Wealth Management exists to make fiduciary financial planning services accessible to aspiring first-time wealth builders and their families.
Our Values:
- Client-focused
- Trust
- Integrity
We believe by putting our clients needs first, we can foster a trusting relationship filled with integrity and honesty. Allowing us to empower our clients in achieving their dreams.
