Bryan Dalesandro

Bryan Dalesandro

Director, Chief Planning Officer

Certifications:

CFP®, ChFC®, CLU®, CASL®, CAP®, RICP®

Education:

B.S. Finance, Economics, Accounting, Lycoming College, M.S. Financial Services, Saint Joseph’s University

Joined Us In:

2014

I strongly believe that the financial services business is fundamentally broken…

My Story

Like many people around my age who work in this industry, I grew up with an interest in finance and always assumed I would do something “in investments.” Of course, I had no idea what that meant. I had visions of wearing a three-piece suit, sitting in an office with mahogany walls, and working for a big firm on Wall Street in New York City. That’s how it was done in every movie I saw.

That vision didn’t include other people, however, only my own personal interests at the time. What I realized along the way is that my work is far more fulfilling than it would have been had my adolescent vision come true. What really gets me up in the morning is helping clients solve life’s financial challenges, building great relationships, and giving back as much as I can.

I strongly believe, as our firm’s founders do, that the financial services business is fundamentally broken. Numbers have always taken priority over people when it should be the opposite. As the Director of Financial Planning at our firm, changing that dynamic is my daily mandate.

And that vision about my life? It now includes my children playing the yard, working in the suburbs with amazing colleagues, and making sure our clients focus on their passions rather than worrying about their money.

My Certifications/Licenses

  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant® (ChFC®)
  • Chartered Life Underwriter® (CLU®)
  • Chartered Advisor for Senior Living® (CASL®)
  • Chartered Advisor in Philanthropy® (CAP®)
  • Retirement Income Certified Professional (RICP®)

My Community Involvement

  • Financial Planning Association, Philadelphia Tri-State Area (Board Member, Pro-Bono Committee Chair)

My Prior Experience

Worked at CMS Companies, Fisher Investments, and AXA Advisors.

My Family

Born and raised in South Jersey. Married with two children. Currently living in Haddonfield, NJ.

My Favorite Quote

“It is not the strongest of the species that survives, nor the most intelligent that survives. It is the one that is most adaptable to change.”
– Charles Darwin

Stay in Touch

Subscribe to our mailing list to receive our blog updates, company news, and latest

insights on the financial markets. Subscribe now

U.S. Securities and Exchange Commission

Additional information about Concentus Wealth Advisors and our investment advisor representatives is also available online at WWW.ADVISERINFO.SEC.GOV or BROKERCHECK.FINRA.ORG. You can view our firm’s information on this website by searching for Concentus Wealth Advisors or by our CRD number 170052.