Robert Cannon, MBA, AIFA

Founder & President at Experity Wealth

Riverside, Connecticut

Quick Answer

Robert Cannon, MBA, AIFA, Founder & President, is a licensed independent financial professional at Experity Wealth in Riverside, Connecticut with 30+ years of experience. Specializing in Retirement Planning, Wealth Management. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Robert Cannon, MBA, AIFA in Riverside, Connecticut

Phone: 646-331-2365 | 347-535-4999

Email: [email protected]

Website: https://experity-wealth.com/

Areas of Expertise in Riverside, Connecticut

Retirement PlanningWealth Management

About Robert Cannon, MBA, AIFA — Riverside, Connecticut

Licensed Independent Financial Professional · 30+ Years Experience · SafeMoney Certified™

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...

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Frequently Asked Questions About Robert Cannon, MBA, AIFA & Financial Advisors in Riverside, Connecticut

What services does Robert Cannon, MBA, AIFA offer?

Robert Cannon, MBA, AIFA at Experity Wealth offers Retirement Planning, Wealth Management in Riverside, Connecticut. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

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.

Is Robert Cannon, MBA, AIFA SafeMoney Certified?

Yes, Robert Cannon, MBA, AIFA is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

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.