Josh Sailar, CFP®, CPFA

Josh Sailar, CFP®, CPFA

Partner, Blue Zone Wealth Advisors

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/

Managing Your Money in an Uncertain World
Eggs in a basket
retirement planning

Managing Your Money in an Uncertain World

As you return to work after being away due to the COVID-19 pandemic, there are some financial basics you need to make sure you have covered.
October 19, 2020
Don't Let These Revenue Roadblocks Threaten Your Wealth
retirement

Don't Let These Revenue Roadblocks Threaten Your Wealth

Safeguard your wealth and your family's legacy by taking these steps to protect your revenue stream before and during retirement.
June 11, 2019
Double Trouble for Your Wealth: Rules and Regulations
taxes

Double Trouble for Your Wealth: Rules and Regulations

Rules are meant to keep things rolling smoothly, but if you don't understand them or decide to try to steer around them, you could be headed for big t…
November 20, 2018