Certified Financial Planner
My commitment and passion for my clients is the reason WHY I am in this profession.
I recently completed a Master's Degree in Financial Services from The American College. I graduated from the University of Connecticut with a BA in Psychology and have been interested in behavioral finance ever since. I served five years on active duty in the U.S. Air Force as a Captain with the Strategic Air Command and learned first-hand the value of discipline, systems and procedures. For the past thirty years, I have been fortunate to help individuals and their families define their goals and reach their dreams. After working with and learning from established financial companies, I opened Kanner Financial Services in 2007 to focus on clients and give them the full attention they deserve.
Never content to take continuing education just to satisfy the regulators, I have endeavored to expand my knowledge on a consistent basis -- to remain current on changes in the various laws, procedures and technological advancements that relate to the financial industry. Over the past 30 years I have earned the CERTIFIED FINANCIAL PLANNER™ Professional (CFP® Professional), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and CIC Certified Insurance Consultant designations.
I am a member of the Financial Planning Association (FPA), a past president of the FPA of New Haven, National Association of Insurance and Financial Advisors (NAIFA) of Greater New Haven and NAIFA of Connecticut. I have served in a variety of community and professional organizations over the years. I live in Hamden with my wife Maribeth and son Noah, and have proudly watched daughters Stacey and Eliza excel in college and beyond.
I look forward to meeting you.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements .