Joe Cella

Wealth Advisor at Mosaic Wealth

Role
Wealth Advisor at Mosaic Wealth
Location
Denver, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Joe Cella

My team and I partner with families and businesses to help them solve complex problems…

Experience

  1. Wealth Advisor

    Mosaic Wealth

    Dec 2023 — Present · Denver, CO, US

    My team and I specialize in managing client relationships and providing personalized solutions. With over a decade of experience as an Investment Consultant, National Speaker, and Business Coach, I bring a wealth of knowledge to the table. My team and I partner with Executives, Entrepreneurs, and Families who either have had or are expecting to experience liquidity events.

Education

  • University of Colorado Boulder

    Bachelor's, Economics

    2008 — 2012

  • Yale School of Management

    Executive Education Program, Certified Investment Management Analyst ®

    2019

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Joe Cella — Wealth Advisor at Mosaic Wealth in Denver, CO, US | Unifers