Our financial advisors in Canton, OH have made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve Ohio and deliver investment management, financial planning, retirement income planning, and tax planning services to local families.
Bruce has spent most of his financial services industry career focusing on equity management and portfolio asset allocation strategies. Bruce returned to his hometown of Canton, Ohio in 2012 and prior to that, worked at various firms such as Citigroup, Columbia Management and FleetBoston Financial. Since 2018, when Bruce joined up with Paul Guerra, he’s been primarily responsible for client relationships and portfolio management for his and Paul’s clients.
Bruce earned a Bachelor of Science degree in Engineering and Master of Science degree in Management from Case Western Reserve University. He also holds the highly prestigious Chartered Financial Analyst® (CFA®) designation.
Bruce enjoys travel, music, fitness training, and economic history. His true passion, however, remains with sharing the economic benefits available through the equity markets and the wealth-building opportunities these markets provide to his clients. Bruce is also active in providing personal coaching, scholarship opportunities and career-mentoring to inter-city students in Canton.
Bruce and his wife live in Canton, Ohio.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Independent Wealth AdvisorCFA
Paul began his financial services career in 1988 and has focused his efforts on helping clients address their financial concerns and develop strategies based on their specific needs, goals, and tolerance for risk, whether it be for individuals, businesses, or organizations. Having experienced major shifts in the financial markets throughout his career, Paul has dedicated his practice to delivering the professional and personalized service necessary to successfully navigate the uncertainty of today’s financial markets.
Paul began his career in the financial services industry after serving as a US Army Special Forces (Green Beret) Detachment Commander. He has worked for various firms at various levels of responsibility.
Paul is a graduate of the United States Military Academy at West Point and earned a Master of Business Administration degree from Liberty University. He holds the Accredited Investment Fiduciary® (AIF®) and Certified Fund Specialist® (CFS®) designations.
Paul has two daughters and lives with his wife in Canton Ohio
Independent Wealth AdvisorAIF®, CFS®
Vanessa is the Client Support Specialist for our office in Canton, Ohio. Vanessa has worked with Paul Guerra since 2009 and focuses her efforts on providing excellent and professional service to clients. Before joining Paul’s team, Vanessa served as a logistics/supply manager for PSA Airlines, where she was responsible for supporting the maintenance of a fleet of 130 aircraft.
An accomplished musician, Vanessa shares her talents as a singer/songwriter at regional venues such as coffee shops, wineries, churches, and special events. She has had the opportunity to record her original music while working with some of the industry’s elite studio musicians at The Sound Kitchen near Nashville, Tennessee. Vanessa also has a passion for repurposing furniture, “rescuing” antiques, and gardening.
Client Support Specialist
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
FInancial Planning AssociateCFA
David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
The WealthSource advisor team in Canton is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.
Our team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the August 2021 Markets. Check back each month to learn more! ...09.29.2021
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the July 2021 Markets. Check back each month to learn more! ...08.17.2021