Josh Sailar, CFP®, CPFA

Josh Sailar started his career in wealth management seven years ago, focusing on tax planning and investment advisory services. At Blue Zone, Josh specializes in constructing and managing customized advanced plans for business owners, executives and large families. His area of expertise includes liquidity planning, equity incentive plans and tax management.

Josh received his Bachelor’s Degree in management from Binghamton University. He holds the designations of Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), the FINRA Series 7, 63, 65 licenses, as well as tax preparer license. Josh is actively involved in local community rehabilitation projects as well as with the Magic Paintbrush Project, a nonprofit organization that spreads autism awareness, and Big Brothers Big Sisters of Greater Los Angeles. On the weekends he enjoys trying to relive his days as a Division I athlete by playing pickup soccer and surfing his neighborhood break in Manhattan Beach. 

Phone: 607-372-6070 | E-mail: jsailar@bluezoneadvisory.com | Website: https://www.bluezoneadvisory.com/ | LinkedIn: www.linkedin.com/in/josh-sailar-cfp/