Advisors at this firm
David R
CFP®, Series 63
East Norriton, PA
Bluesphere Advisors LLC
David Ritrovato is a CFP® with 34 years of industry experience, currently serving as an advisor at Bluesphere Advisors LLC since 2016. Prior to this, he worked at Ameriprise Financial Services, Inc. for 11 years. Bluesphere Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm uses a primarily long-term investment process that combines fundamental and technical analysis to construct portfolios aligned with clients’ objectives and risk tolerance, employing strategies such as margin, options, and derivatives for hedging or exposure.
Xing W
Series 63, Series 65
Long Island City, NY
Bluesphere Advisors LLC
Xing Wang is a financial advisor at Bluesphere Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Light Horse Securities, Inc. and Just2Trade, Inc. Outside of his advisory role, Wang serves on the executive committee of Ainvest Fintech Inc., contributing to business strategy and product planning. Bluesphere Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a long-term investment process combining fundamental and technical analysis, offering portfolio management and customized financial planning through separately managed accounts.
James H
CFA®
East Norriton, PA
Bluesphere Advisors LLC
James Harrington is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has been with Bluesphere Advisors LLC since 2018 and previously worked at Stone Toro Investment Advisors and Stone Toro Wealth Management LLC. Bluesphere Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a long-term investment process combining fundamental and technical analysis, utilizing separately managed accounts with the ability to trade individual securities and use derivatives for hedging or additional exposure.
Sanjay P
CFP®, CFA®, Series 66
East Norriton, PA
Bluesphere Advisors LLC
Sanjay Pawar is a financial advisor at Bluesphere Advisors LLC with 20 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Bluesphere in 2016, he worked at American Express Financial Advisors Inc. for 11 years. Outside of his advisory role, he has been involved in commercial real estate ownership. Bluesphere Advisors is a team-based firm serving individuals, high-net-worth clients, and institutional entities with investment advisory and financial planning services. The firm employs a long-term investment approach combining fundamental and technical analysis, using separately managed accounts with institutional mutual funds, ETFs, and sometimes individual securities and derivatives.