Robert Cannon, MBA,AIFA – SafeMoney.com [Video]

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. 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 …