Sarvey Canella is the founder of Canella Financial Group and a CERTIFIED FINANCIAL PLANNER™ Practitioner who works with the belief that every client deserves to experience the benefits of comprehensive, client-centered financial consulting. His mission is to educate, motivate, and empower his clients so they can move toward living a genuinely happier life free from financial concerns. By starting every client relationship with a thorough financial analysis, he strives to provide ethical recommendations that match the unique situation and desire of each of his clients. He finds it tremendously rewarding to partner with his clients and help them work toward their dreams and goals.
Sarvey has more than 25 years of experience providing comprehensive wealth management and financial planning to individuals, families, and business owners. Through these comprehensive services, he strives to help his clients create and grow wealth, protect and preserve wealth, plan the distribution of wealth during life, and plan the distribution of wealth at death to leave a legacy. He integrates the diverse, often chaotic elements of each client’s life into an orderly and empowering vision of their dreams and goals.
Sarvey started his career in the financial services industry working as an advisor with American Express Financial Advisors. While he enjoyed working in the industry, he felt limited in product offerings. With a desire to provide a wider array of services without any biases, he became an independent advisor and founded Canella Financial Group. Today, more than 20 years later, he continues to lead Canella Financial Group and is also a branch manager with Securities America.
Sarvey holds FINRA Series 7, 24, MSRB 51, NASAA 63, and 65 securities registrations. He also is a CERTIFIED FINANCIAL PLANNER™ practitioner and is an instructor at CCAC for their community education program teaching classes on financial topics. He received a Bachelor of Science in Business Administration and a Master of Business Administration from Duquesne University. He is an active member of the Financial Planning Association.