Canfield, OH Office

Team
Updated today

Client AUM

$179,181,278,611

Clients

477,170

Advisors

2

Of 722 advisors across 322 offices

Location

Canfield OH

Advisors at this office

2

Advisors at this office

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Bryan R

Series 66

Canfield, OH

Edelman Financial Engines

Bryan Rossodivita is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Empower Financial Services, Personal Capital Advisors Corporation, Bank of America, Merrill, Guardian Life Insurance, Luttner Financial Group, and JPMorgan Chase. Outside of financial services, he was involved with I Am Handyman LLC from 2017 to 2021. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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Dante A

Series 65

Canfield, OH

Edelman Financial Engines

Dante Abbas is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. His prior work includes roles at First Energy Corporation and the Ohio Public Employees Retirement System. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Retirement income strategy General retirement planning Tax-loss harvesting Private / alternative investments Concentrated stock management Retired Founder/Business Owner
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