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Joshua Martin Sailar

Blue Zone Wealth Advisors, LLC

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About Joshua Martin Sailar

Joshua Sailar is a financial advisor with Blue Zone Wealth Advisors, LLC. Joshua has been in the financial industry for over 7 years and is registered with the state of California. Joshua has experience in providing financial planning, portfolio management, and pension consulting services. Joshua holds the Series 63, Series 65, and Series 7 licenses. Joshua is also a Certified Financial Planner. Joshua's experience and credentials make Joshua a valuable resource for individuals and families seeking financial guidance.

Firm Information

Joshua Sailar is currently registered with Blue Zone Wealth Advisors, LLC. Blue Zone Wealth Advisors, LLC is a financial advisory firm located in Los Angeles, CA. They specialize in financial planning, pension consulting, and portfolio management for both individuals and businesses. They serve a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. With over $462 million in regulatory assets under management, Blue Zone Wealth Advisors is committed to providing their clients with personalized and comprehensive financial advice.
Blue Zone Wealth Advisors, LLC

11812 SAN VICENTE BLVD.

LOS ANGELES, CA 90049

$462.30M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Sailar’s Registration & Firm History

CA

12/13/2019 - Present

Blue Zone Wealth Advisors, LLC (LOS ANGELES CA)

CA

08/25/2014 - 04/21/2016

INDEPENDENT FINANCIAL GROUP, LLC (EL SEGUNDO CA)

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Licenses & Designations

BC

Issued 10/20/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/11/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Martin Sailar.
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