Bryan Dalesandro, CFP®, ChFC, CLU, MSFS
Bryan serves as a Lead Advisor and Director for the firm. He joined Concentus Wealth Advisors in the fall of 2014 with over eighteen years of experience in the financial services industry. His previous experience includes CMS Companies, Fisher Investments, and AXA Advisors.
Bryan graduated from Lycoming College with a B.A. in Finance, Economics, and Accounting and has his Masters degree in Financial Services from St. Joseph’s University. In addition, Bryan has received his CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, and Chartered Life Underwriter designations. Bryan currently serves on the Board of Directors for the Financial Planning Association of Philadelphia Tri-State Area, along with being the Pro Bono Committee Chair.
He resides in Harleysville, PA with his wife and two children.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®