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Joshua S
Series 65
Avon, OH
Edgewater Pro Sports Financial
Joshua Szafranski is a financial advisor at Edgewater Pro Sports Financial with a Series 65 designation and experience dating to 2019. His prior roles include positions at AML RightSource and Edgewater Investment Group, as well as work with Cleveland State University and the YMCA of Greater Cleveland. Edgewater Pro Sports Financial serves individuals, pension plans, trusts, estates, charitable organizations, and business entities, managing approximately $180 million on a discretionary basis for about 452 clients. The firm uses a five-phase Life Planning process and employs a range of investment strategies including fundamental analysis and trading approaches.
David S
Series 63, Series 65
Avon, OH
Edgewater Pro Sports Financial
David Szafranski is a financial advisor with Edgewater Pro Sports Financial in Avon, OH, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at firms including Raymond James Financial and LPL Financial, and has been involved with Edgewater Pro Sports Financial since 2005. Outside of advisory work, he contributes to radio programs and moderates a financial podcast focused on government policy and financial planning. Edgewater Pro Sports Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities, managing approximately $225 million across about 741 client relationships with two advisors. The firm employs a structured Life Planning process and emphasizes fundamental investment analysis, long- and short-term strategies, and ongoing implementation oversight.
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