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/
Latest articles by Josh Sailar, CFP®, CPFA
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Why a Strong U.S. Dollar Is Bad News for Investors
On top of higher inflation worldwide, corporate profits suffer when goods become more expensive at a time when other countries’ currencies are weaker against the U.S. dollar.
By Josh Sailar, CFP®, CPFA Published
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How to Make the Most of Your Tax Refund in 2022
personal finance Splurging may be fun, but if you really want to treat yourself, here are two smart places to start. (Hint, they’re not as fun, but they will pay off in the long run.)
By Josh Sailar, CFP®, CPFA Published
personal finance -
Hey, Investors: Don’t Panic about Inflation. Do This Instead.
investing There are changes investors can make to their portfolios to help keep the effects of inflation at bay. Here are some moves to not just get through this period of rising prices, but possibly prosper as well.
By Josh Sailar, CFP®, CPFA Published
investing -
What Rob Gronkowski Can Teach Us about Saving for Retirement
Budgeting Big spenders live for now. Their future-oriented counterparts, like Gronk, would rather skip flashy spending in favor of a simple life and an early retirement.
By Josh Sailar, CFP®, CPFA Published
Budgeting -
6 Stocks to Watch for a Return to Normalcy in 2021
stocks The COVID-19 crisis has been hard on many sectors, but as the tide starts to turn on the pandemic, these six companies appear ready for takeoff.
By Josh Sailar, CFP®, CPFA Published
stocks -
How to Prepare Yourself (and Your Money) for COVID-19 in 2021
personal finance Get planning now so you aren’t caught unprepared for the continuing financial effects of this global pandemic.
By Josh Sailar, CFP®, CPFA Published
personal finance -
Managing Your Money in an Uncertain World
retirement planning 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.
By Josh Sailar, CFP®, CPFA Published
retirement planning -
Don't Let These Revenue Roadblocks Threaten Your Wealth
Making Your Money Last Safeguard your wealth and your family's legacy by taking these steps to protect your revenue stream before and during retirement.
By Josh Sailar, CFP®, CPFA Published
Making Your Money Last -
Double Trouble for Your Wealth: Rules and Regulations
taxes 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 trouble. And the wealthier you are, the higher the stakes.
By Josh Sailar, CFP®, CPFA Published
taxes