Robert Cannon has spent more than three decades helping individuals, families, and business owners navigate complex financial decisions through a coordinated and personalized planning approach.

His philosophy centers around helping clients better understand the financial decisions impacting retirement, including retirement income, investment management, and long-term planning considerations. Robert works closely with clients to develop strategies designed to evolve alongside their goals, needs, and priorities over time.

He is viewed as a “Chief Financial Officer” to his clients, and in many ways acts as the “quarterback” by implementing an advisory team approach. This allows his clients to receive advice from specialists in different areas, including wealth building and preservation and taxes.

In addition to his vast experience, Robert has earned numerous licenses and industry professional designations, including the Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent), Series 66 (Uniform Combined Registered Investment Advisory), and the Series 55 (Equity Trader). He also holds an accident and health insurance license and is eligible to conduct business in over 30 states.

In addition, Robert received a Certificate in Financial Management from Cornell University. He has also earned the prestigious Accredited Investment Fiduciary Analyst (AIFA) designation. When not working with clients, Robert enjoys spending time with family and friends. He resides in New York.