Joshua Coniglio, CF2, CFP®

About Joshua Coniglio

Josh Coniglio serves as the Managing Wealth Advisor at Pacific Capital, where he leads all client relationships and serves as the primary point of coordination across the firm’s multi family office platform. In this role, Josh oversees every aspect of a client family’s financial life, aligning the efforts of Pacific Capital’s internal team alongside external counsel, tax professionals, estate attorneys, and transaction specialists to deliver fully integrated wealth management.

Josh works directly with each client family to understand their priorities, identify blind spots, and build comprehensive strategies designed to help them achieve their vision and goals. He drives clear, consistent communication through Pacific Capital’s proprietary Financial Life Inspection® process, ensuring that nothing falls through the cracks as families navigate complex financial decisions.

A Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA®), Josh also holds the Certified Financial Fiduciary (CF2®), Certified Tax Specialist (CTS®), Certified Estate & Trust Specialist (CES®), and National Social Security Advisor (NSSA®) designations. He earned his bachelor’s degree in finance with an emphasis in Personal Financial Planning from California State University, Fullerton.

Before joining Pacific Capital, Josh honed his expertise at leading financial planning firms in Orange County, developing deep proficiency in advanced plan design and the coordination of sophisticated, multi disciplinary wealth strategies for high net worth entrepreneurial families.

A Southern California native, Josh resides in Corona with his wife, Stephanie, and their three children. Outside the office, he is passionate about health and fitness and spending quality time with his family exploring the outdoors.