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: 2017 Issues & Updates: Fiduciary Investing >

Thought Leadership

If a Hacker Steals Your Identity, Are You Still You? Part One

If a Hacker Steals Your Identity, Are You Still You? Part One

Your identity is stolen. A difficult situation—especially if you’re wealthy American expatriate, Dickie Greenleaf, a young man living the high life in 1950s Rome who is murdered by Matt Damon in The Talented Mr. Ripley. After dispatching said Mr. Greenleaf in a particularly unpleasant way, Mr. Ripley steals his identity. This being the 1950s he can’t assume Greenleaf’s identity since there is no internet. He must physically assume his identity.

Read More