Christopher Cannon

CFA

FirsTrust, LLC

Financial Advisor

Christopher Cannon

CFA

FirsTrust, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Christopher Cannon, CFA

(561) 477-3232

    Chief Investment Officer at FirsTrust, LLC, a Fee Only Financial Planning Firm in Daytona Beach, FL serving clients Nationwide form multiple office locations

    Christopher Cannon is a Boca Raton, FL fee-only financial planner. FirsTrust, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Christopher Cannon is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

    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.

     

    PROFESSIONAL HISTORY:

    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.

    EDUCATION:

    BA, Centre College, Danville, KY.; 2010 CFA Institute Investment Management Workshop / Harvard Business School. 

    ASSOCIATIONS:

    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.

    Specialties

    • Comprehensive Financial Planning
    • Retirement Income Planning
    • Investment Management
    • College Education Planning
    • Tax Planning

    Ideal Clients

    • Retirees and Near Retirees
    • Growing Families
    • Business Owners and Executives
    • Sudden Money Situations
    • Novice Investors

    Working Together

    • In-Office Meetings
    • Virtual Meetings
    • Clearly Defined Fees
    • No Product Sales
    • Complimentary Initial Consultation

    Professional Designations & Affiliations

    • National Association of Personal Financial Advisors (NAPFA)
      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.

    • CFA - Chartered Financial Analyst
      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

    Please enter your name
    Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
    Please enter a valid email address
    Please leave a message for the advisor.
    Please verify that you aren't a robot.
    There was an issue sending your message. If this issue persists, please contact support.
    Your message has been successfully sent to the advisor. Please allow some time for a reply.

    Office Locations:

    • 2385 Executive Center Drive
      Suite 100
      Boca Raton, FL 33431
    • 113 Executive Circle
      Daytona Beach, FL 32114
    • 3030 North Rocky Point Dr.
      Suite 150
      Tampa, FL 33607
    • 121 S. Orange Ave.
      Orlando, FL 32801
    • 3340 Peachtree Rd. NE
      Suite 580
      Atlanta, GA 30326
    • By Appointment
      The Villages, FL 32162

    Outdated Browser Detected!

    If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

    Download a newer browser