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Our Team

John A. Raudat, AIF®, CRPS®, CFS®, PPC™

Managing Member, Founder

860-526-5000

johnr@canogawealth.com

John founded Canoga with the goal of providing high quality, deeply personalized retirement planning services. With over 25 years of financial planning experience, John focuses on retirement plans and long term planning for select...

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Bruce W. Anesi, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

860-526-5000

brucea@canogawealth.com

Bruce is a CFP® professional whose career includes 23 years in healthcare financial planning and over 10 years in personal financial planning and investment management. He believes that client education is a key element in the...

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Todd Warner

Financial Advisor

860-526-5000

todd@canogawealth.com

Todd's prior experiences at large investment firms, has given him exposure to both business and individual investment strategies. Confident in his knowledge, Todd is energized by the daily interaction with Canoga clients and cherishes...

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Charles Bogoian

Branch Marketing Associate

860-526-5000

charlesb@canogawealth.com

As an entrepreneur and startup founder, Charles has consulted for a variety of companies on new business development and growth strategies. His focus at Canoga is on helping the advisors develop long-term relationships with local...

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Daniela Petosa

Client Services Director

860-526-5000

daniela@canogawealth.com

As our Client Services Director Daniela brings over 14 years of support experience as a liaison between a variety of clients and key executives. She facilitates and supports the daily operations of Canoga. Daniela is committed to...

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Alissa Chick

Alissa’s primary focus is on Canoga’s existing 401(k) clients both at the plan administration and plan participant level. Her past work experience was in client-facing roles, and she enjoys working with customers to best...
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