Josh Coniglio, CFP®
Director of Financial Planning
Josh Coniglio, CFP®is the Director of Financial Planning at Pacific Capital. Josh meets personally with clients to understand their priorities and then to design and implement the right strategy to reach their goals. Josh cares about people. Fresh out of college, he worked for a couple years as an EMT here in Southern California. He brings that same passion for helping people to his role in removing stress and anxiety for clients through consistent communication regarding their Financial Life Inspection®.
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 Association. He has many years of experience working for premier financial planning firms in Orange County, focusing 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 being outdoors hiking, fishing, camping, and golfing.
● Certified Financial Planner – CFP®
● Bachelor’s Degree in Finance – California State University, Fullerton
● National Social Security Advisor – NSSA®