INDEPENDENT WEALTH ADVISOR
Park City, Utah 84098
AREA OF EXPERTISE:
• Retirement Planning and 401k Optimization
• Maximizing After-tax Return
• Risk Management
Bryan Cannon, CFA, leverages his knowledge to ensure each one of his clients receives excellent service and is attuned to every detail. This same level of precision was required of him in his previous occupations as an Air Force officer serving in space technology development, and as a White House Aide to the President.
His career in private wealth management began in 2001 at Bernstein Global Wealth Management in San Francisco. Today, Bryan offers Financial Planning services to clients nationwide with a focus on the Mountain West region and California. Drawn to the breathtaking natural beauty of Utah, he now resides in Park City.
Before moving to Utah, Bryan received a Master of Business Administration from the Kellogg School of Management at Northwestern University. Bryan also holds a Master's Degree in Engineering from the University of Southern California, and a Bachelor's Degree in Electrical Engineering from Duke University.
When Bryan isn't helping clients prepare for their financial futures, he can be found on the golf course. He is also the proud father of two children—a son and a daughter.
Bryan also enjoys skiing, backpacking, hiking, mountain biking, and taking weekend road trips to see new and exciting places.
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