Chief Investment Officer at FirsTrust, LLC, a Fee Only Financial Planning Firm in Daytona Beach, FL serving clients Nationwide form multiple office locations
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.
Christopher Cannon is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Christopher Cannon is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Christopher Cannon is a CFA® charterholder
A Chartered Financial Analyst® (CFA®) is a professional designation given by the CFA Institute, formerly AIMR, that measures the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management and security analysis.
Contact Christopher Cannon
2385 Executive Center Drive
Boca Raton, FL 33431
113 Executive Circle
Daytona Beach, FL 32114
3030 North Rocky Point Dr.
Tampa, FL 33607
121 S. Orange Ave.
Orlando, FL 32801
3340 Peachtree Rd. NE
Atlanta, GA 30326
The Villages, FL 32162