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 Three: Wealthy People Often Don’t Know Much About Money

Financial Illiteracy and You - Part Three: Wealthy People Often Don’t Know Much About Money

While this can often be a surprise to those who haven’t been in our business, many wealthy people don’t know a lot about money. Some years back, I worked as a vice president for the wealth management division of a bank in South Florida. We signed a new client, I will call Mr. Gotbucks, who had a huge pile of money. He did not come from money and grew up poor. As a young man, he started and managed a business which became phenomenally successful.

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