1150 Thorn Run Road,
We create strategies that are tailored to your needs and goals.
Financial Coach to busy people interested in living a life free from financial concerns.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
We will work closely to clarify what is important to you.
We will gather financial data.
We will develop a written financial plan.
We will provide specific solutions.
We will regularly review the progress of your plan.
Register for one of our Monthly Workshops or CCAC Classes. These are our “SAM” (Smart About Money) Educational Programs. Register Today and get Smart About Money.
Registered Representative, Securities America, Inc.
Client Service Specialist
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."
We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Canella, we know how to disrupt the status quo and want to help you do the same. Our goal is to establish a long-term relationship based on trust and experienced advice, and our vision is that each of our clients enjoys a genuinely happy life free from financial concerns.
It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.
Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.
Ready for the next step? We can help.