How to Pick a Financial Advisor
This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose
Category: Resource Center
Paul Smith, CFA, and Chris Cannon, CFA – COVID-19: Around the World and Back Again
This episode features two guests. The first is Paul Smith, who was previously the President and CEO of the CFA Institute. Paul has more than 25 years of relevant financial services leadership experience in many aspects of the investment management industry. The second is Chris Cannon, who is the Chief Investment Officer of FirsTrust, an RIA in Daytona Beach, Florida. He is also a board member and the Advocacy Chair for the CFA Society of Orlando.
Chris Cannon, CFA, CIO at FirsTrust, Selected as a Finalist for CFA Institute's 2020 Volunteer of the Year Awards
We are happy to announce that Chris Cannon, CFA, CFA Society Orlando Board Member, was selected as one of 3 finalists for CFA Institute’s 2020 Volunteer of the Year Awards in the Americas Region!
CFA Society of Orlando – Investors First Podcast with Michael Falk, CFA & Chris Cannon, CFA: 6 Deadly Sins of Investing
CFA Society of Orlando Investors First Podcast with Michael Falk, CFA and Chris Cannon, CFA discussing the 6 deadly sins of investing.
Liz Weston: 3 Tasks for New Retirees That Will Pay Off Later
After a working lifetime of alarm clocks and meetings, you might be looking forward to a lot more unstructured time once you retire. But taking care of one more to-do list early on can set you up for a better retirement.
How to Choose a Financial Advisor That's Right for You
…..Many professional associations have large directories. For example, the National Association for Personal Financial Advisors lists fee-only, fiduciary planners….
CFA Society of Orlando Announces New Board of Directors
The CFA Society of Orlando is pleased to announce their new Board of Directors including FirsTrust's Chief Investment Officer, Chris Cannon, CFA …
Rick Kahler: When is 'financial planning' not financial planning?
….Then I notice the incongruency because in almost every case, the ads are being run by companies that sell financial products or are owned by huge insurance companies…..