Christopher Cannon| CFA
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Daytona Beach, FL 32114
Atlanta, GA 30326
Boca Raton, FL 33431
Tampa, FL 33607
Orlando, FL 32801
The Villages, FL 32162
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
FirsTrust, LLC is a Daytona Beach, FL Fee Only financial planning firm with office locations in Atlanta, Tampa, Orlando, Boca Raton, and The Villages, FL. FirsTrust, LLC specializes in providing objective financial planning to help clients manage their assets through life's transitions. Christopher Cannon is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Mr. Cannon is a Partner, the firm's Chief Investment Officer and Chief Compliance officer. He heads our Investment Management services from the Corporate Operations Center in Florida.
Chris is a native of Cocoa, FL who began his investing career at one of the nation’s oldest Wall Street mutual fund complexes in Richmond, VA. After returning to Florida, Mr. Cannon joined an institutional equity-trading desk, and has subsequently handled advanced issues such as arbitrage strategies, derivatives contracts and pension consulting.
BA, Centre College, Danville, KY.; 2010 CFA Institute Investment Management Workshop / Harvard Business School.
Mr. Cannon holds the Chartered Financial Analyst designation. He is a member of the CFA Institute, a board member of the CFA Society of Orlando, and a Registered Financial Advisor in the National Association of Personal Financial Advisors (NAPFA). Chris also serves as a member on the Embry Riddle Aeronautical University’s College of Business Industry Advisory Board, a member of the Best Practices Board for the Institute for the Fiduciary Standard, and as a Director for Wishes4MeNU, a nonprofit that supports individuals helping other individuals in their time of need.
Personal note: Chris is a former rugby player.
Who does YOUR financial advisor work for?
We know better than to believe the world's best financial choices are all under one roof at the bank or brokerage down the street - because we've been there.
We are former brokers, bankers, Wall Street traders and financial executives; from private firms to some of the world's largest institutions; serving all types of clients, some with over $100 million per family. But somewhere along the way, each of us had a career-changing moment of conflict when we realized the size of our paychecks was dependent upon our willingness to “recommend” the things that were most profitable for our employers.
The Morgans and Rockefellers didn’t invest with a bank or brokerage. They hired the best talent they could find, assembled their own Financial Team, and paid the Team a fee to represent the family’s best interests. Their financial advisors didn't work for an institution, they worked for the family.
In 1994, the founder of FirsTrust had a vision of providing this Family Office style of competence and objectivity to clients of all sizes without the Wall Street profit margins; without being handcuffed to an employer's "platform" of investment choices; and without compromising our objectivity with commissions, sales incentives or competing agendas.
Today, our independent technologies allow FirsTrust Advisors to objectively shop & compare financial opportunities on a wholesale basis - across the globe and from multiple institutional platforms - to find solutions that serve our clients’ best interests.
We don't work for a financial institution. We work directly for our clients; and our only financial incentive is to help them achieve their goals.