About Robert Cannon, MBA, AIFA — Riverside, Connecticut
Robert Cannon, AIFA® has more than three decades of experience working with affluent investors, businesses, and hedge funds across the United States. He places a key focus on creating lifetime income plans for retirement, and in doing so, Robert guides his clients through a very distinctive wealth management and investment process that is specifically designed for financially successful individuals, couples, and families.
Chief Financial Officer Role
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 serving clients in Riverside, Connecticut, including wealth building and preservation and taxes.
Licenses and Designations
In addition to his vast experience, Robert has earned numerous licenses and industry professional designations, including:
Series 7 (General Securities Representative)
Series 63 (Uniform Securi...
Service Areas
Contact for service area information
Media
No media available
Upcoming Events
No upcoming events
Profile Updates
No recent updates
Frequently Asked Questions About Financial Advisors in Riverside, Connecticut
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.