Confluent Asset Management is a Registered Investment Adviser based in Scottsdale, Arizona, dedicated to crafting personalized financial strategies that align with each client’s unique goals. Their services encompass financial planning, wealth management, investment management, and risk management. Guided by core values such as trust, integrity, passion, authenticity, teamwork, and respect, Confluent emphasizes building fully customized portfolios to foster long-term wealth creation. The firm is led by CEO and Founder Yogesh Prasad, CFA® | CAIA®, who believes that investing is about more than just numbers—it’s about the stories created and the lives touched along the way.