Our Team

 

John A. Raudat, CFS

John's focus is on wealth management for both select clients and corporations.  He provides a stable source of comprehensive financial planning solutions to meet the future needs of his clients.  His greatest work satisfaction comes from the lasting friendships that have developed with his clients. 

John is a member of Peak Productions, a national organization guided by Ron Carson.  Ron Carson is regarded as one of the nation's top-rated financial advisors according to Baron's.  Through this membership, John collaborates with financial advisors from around the country to ensure the best financial guidance available is provided to his clients.

 Recognizing the importance to deliver high quality 401(k) management services to his corporate clients, John is a member of the 401(k) Coach Program.  This highly  specialized program simplifies the complex world of 401(k) and profit sharing plans providing technical expertise and a mechanism for John to communicate directly with other pension professionals.

John earned the professional designations of Certified Fund Specialist from the Institute of Business and Finance in La Jolla, California.  His industry registrations include:

·        Series 18-14 (CT Variable Contracts Representative)

·        Series 18-03 (CT Producer's Life/Accident and Health)

·        NASD Series 6 (Investment Co. Products Representative)

·        NASD Series 7 (General Securities Representative)

·        NASAA Series 63 (Uniform Securities Agent/Blue Sky Laws)

·        NASAA Series 65 (Uniform Investment Adviser Law Exam)

 

He is a Connecticut native who enjoys all outdoor activities, especially boating, scuba diving, and vacationing on Cayuga Lake.  John has two children, Mitchell and Hailey, and lives in Madison, CT, where he enjoys helping with community service efforts.

Stephen T. Carlo, LL.B., CLU, ChFC, CIC 

 

Steve adds over twenty years of both legal and professional experience to Canoga Wealth Management. He serves as Officer of Supervisory Jurisdiction and branch manager of Securities America, Inc. He also maintains his own personal planning practice.

He received his Bachelor's degree and his law degree from the University of Ottawa in Ontario. He was called to the Bar of Ontario and practiced there and later taught Appellate advocacy at the University.

Steve received his CLU and ChFC from the AmericanCollege in Bryn Mawr, Pennsylvania.  He is also insurance licensed and is a Certified Insurance Consultant.

Steve's industry registrations include:

  • NASD Series 24(General Securities Principal)
  • NASD Series 7 (General Securities Representative)
  • NASAA Series 63 (Uniform Securities Agent State Law Registration)
  • NASAA Series 65 (Uniform Investment Advisors Law)

Steve is a strong believer in "buying the benchmark" and is a strong proponent of the diversification and leverage afforded by Exchange Traded Funds.

Steve and his wife, Joan, live in Suffield, Connecticut. 

Andrea M. Baranyai

Andrea has been working as a part of John Raudat's team since August 2005.  She holds a Bachelor of Science degree in Marketing, from the School of Business at Central Connecticut State University. She has also earned an Associate of Art degree in Business Administration and Management from Manatee Community College. 

 

Andrea enjoys boating, traveling, shopping and most of all, animals.  She has two dogs, four cats and three birds.  She spends most of her free time volunteering for Our Companions Domestic Animal Sanctuary (www.ourcompanions.org.), a non-profit organization leading the movement to end the unnecessary euthanasia of pets in Connecticut.  Andrea is also on the Board of Directors at Our Companions.

 

Andrea has a wonderful husband, Joseph and twin step-children, Devon and Sarah.