portrait of Joseph Wilder
FINANCIAL ADVISOR

Joseph Wilder

CPWA®
1017 1st Street, Benicia, CA 94510opens in a new window
New Client Waitlist
Serving clients with $1,000,000
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Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Sustainable investing
  • Insurance & Annuities
  • Estate & Legacy Strategies

Certifications

  • CPWA®

    Certified Private Wealth Advisor®

Personal Interests

  • Traveling
  • Backpacking
  • Camping
  • Snowboarding
  • Cycling

Team Members

  • Irma Serna
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(707) 745-3122

Fax

(877) 295-3175

Office Address

1017 1st Street
Benicia, CA 94510opens in a new window

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