Who We Are

Who We Are

We’re not overstating it when we say that through Cannon Wealth Management hundreds upon hundreds of people are engaged in fulfilling your customized plan personalized for you to address your financial goals.

How this is possible: Through the past decades the financial industry has undergone unprecedented technological advancement and industry-wide innovation. Investors can now benefit from these exceptional resources previously only available to large pensions and ultra-high wealth families. We access this on your behalf through our strategic alliances with leading independent financial corporations. Ongoing, we avail ourselves of new research findings and technologies that may enhance your financial position and wealth management.

Cynthia CannonJD, CFP®

Creating order, clarity, and sustainability in our finances allow us to do more – and enjoy more. As a practicing estate planning attorney, my legal background brings an added perspective to the planning and strategizing that we offer clients. My 15 years in investments and planning augmented by my experience directing employee benefit planning assist in unraveling the complexities of retirement planning. I continue to cultivate my creativity and am often seen with my camera. Our office walls and the gallery on our website have many examples of my photography.

CFP® certification and securities-licensed as a Registered Representative through LPL Financial, an independent Registered Investment Advisor firm.

Katherine CannonPhD, CFP®

Wealth, like health, requires great care and respect to serve us well throughout our lives. With 25 years of investment and financial planning experience, my satisfaction lies in providing clients advice and strategies that relate to their personal situation. My additional work experience in education, leadership, management, business development brings breadth to our collaboration and exchange with clients. My formal education in engineering coupled with a lifetime avocation in philosophy blends the art and science of wealth management. I capture my continuing studies integrating philosophy and finances in my blog, Mind and Money.

CFP® certification, insurance-licensed, and securities-licensed as a Registered Representative and as a Registered Investment Advisor Representative through LPL Financial, an independent Registered Investment Advisor firm.

Surya

Labradoodle Associate

Surya has a life full of great wealth—delighting in greeting guests, socializing with family and friends, chasing balls, sporting with canines at the dog park, running on the beach, napping, learning tricks—and he has an excellent medical plan.

Cynthia Cannon

JD, CFP®

Creating order, clarity, and sustainability in our finances allow us to do more – and enjoy more. As a practicing estate planning attorney, my legal background brings an added perspective to the planning and strategizing that we offer clients. My 15 years in investments and planning augmented by my experience directing employee benefit planning assist in unraveling the complexities of retirement planning. I continue to cultivate my creativity and am often seen with my camera. Our office walls and the gallery on our website have many examples of my photography.

CFP® certification and securities-licensed as a Registered Representative through LPL Financial, an independent Registered Investment Advisor firm.

Katherine Cannon

PhD, CFP®

Wealth, like health, requires great care and respect to serve us well throughout our lives. With 25 years of investment and financial planning experience, my satisfaction lies in providing clients advice and strategies that relate to their personal situation. My additional work experience in education, leadership, management, business development brings breadth to our collaboration and exchange with clients. My formal education in engineering coupled with a lifetime avocation in philosophy blends the art and science of wealth management. I capture my continuing studies integrating philosophy and finances in my blog, Mind and Money.

CFP® certification, insurance-licensed, and securities-licensed as a Registered Representative and as a Registered Investment Advisor Representative through LPL Financial, an independent Registered Investment Advisor firm.

Surya

Surya has a life full of great wealth—delighting in greeting guests, socializing with family and friends, chasing balls, sporting with canines at the dog park, running on the beach, napping, learning tricks—and he has an excellent medical plan.