Cannon Financial Institute

Cannon Financial Institute is an established adviser within the financial services industry. We are recognized for our expert counsel, steadfast training, and positive impact. Cannon is an experience which fosters collaboration and growth. Learn more about us. >

What We Do

Cannon solves problems and develops problem solvers. We start from a position of discussion and discovery to best understand our clients and their desired outcome.

We then apply a personalized level of service which may employ one or more of our solutions. Choose the path which best identifies your interests to learn more about our work. Learn more about our work. >

Individual Solutions Enterprise Solutions Online
& Design 

Our Offerings

Whether you’re an individual looking to make a difference or an organization in need of innovative problem solving, our unique instructional and consulting experiences meet you where you are, with the answers and know-how you need. Choose below to begin exploring our offerings. 

For Individuals For Enterprise


Frequently Requested Services

Certified Wealth Strategist® >

Corporate Training >

Estate Planning Teleconference Series >

2018 Schools Schedule >

New Online Course: Mortgage-backed Securities: Who knew it could be so easy? >

Thought Leadership

Financial Illiteracy and You - Part Two: “I’m Rich and That Makes Me Anxious”

Financial Illiteracy and You - Part Two: “I’m Rich and That Makes Me Anxious”

We should all have this problem. Then again, most of us do. A whopping sixty-seven percent of Americans have anxiety over money according to the findings of a recent poll issued by the American Psychiatric Association. Because the poll was taken between March 23rd – 25th, the findings appear paradoxical. 1 Although the economy is doing well, people report more anxiety over their finances than they did a year ago.

Read More