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

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • 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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