Joseph Michael Cella

Employer firm

Mosaic Wealth CRD 317377

$2.04B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 08/2018
  American Funds
  San Antonio, TX
• 08/2018 → 01/2022
  American Funds
  Los Angeles, TX
• 01/2022 → Present
  American Funds
  Los Angeles, CA
• 12/2023 → Present
  Mosaic Family Wealth Partners, Llc
  Greenwood Willage, CO
• 03/2016 → 11/2023
  Capital Group
  Saint Louis, MO

Previous Registrations

• 2016-08-10 → 2023-12-05
  Capital Client Group, Inc.
  San Antonio, TX
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-10
• S63 Uniform Securities Agent State Law Examination
  2012-09-05