Sam Cannon, CFP
Review my background on FINRA's BrokerCheck
Sam Cannon, CFP
Review my background on FINRA's BrokerCheck
“Our team approach to financial planning places our client at the center of the relationship.”
I joined Johanson and Yau as a Financial Advisor in 2019. I love collaborating with people and getting to know their circumstances in order to find the best solution for each unique individual. My passion is to help people meet their financial life goals through proper retirement planning, risk management, and tax efficiency.
My wife and I live in Willow Glen with our son and daughter who always keep us on the move! Outside of work I recently picked up fly fishing and enjoy spending more time outdoors.
SERVICES
Personal Financial Planning
Investments and Securities
Life Insurance
Long Term Care
Annuities
LICENSES
CERTIFIED FINANCIAL PLANNER™
FINRA Series 7 & 66
California Insurance License 0M31534
EDUCATION
Master of Science - Counseling Psychology, California Baptist University
Bachelor of Arts – Christian Behavorial Science, California Baptist University
Third Floor
Campbell, California 95008
Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment advisory services offered through Avantax Advisory Services℠, Placing business through Avantax Insurance Agency℠ and Avantax Insurance Services℠. David R. Davis, CPA/PFS – CA Insurance #0E01220. Byron Ishiwata, CPA – CA Insurance #0E32247. Elier Peraza, CFP® – CA Insurance #0K42603. Sam Cannon, CFP® – CA Insurance #OM31534. Laura Lin, CPA – CA Insurance # 4187051
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