Broker Check

Robert J. Cannella Wealth Advisor, LPL Registered Principal

Robert J. Cannella has over 26 years of experience as a Financial Advisor while working with some of Wall Street's most prestigious firms. 

Mr. Cannella is currently registered/practicing in 15 states and holds the following securities/insurance licenses (Securities licenses held with LPL Financial): 

  • General Securities Registered Principal 
  • General Securities Representative
  • Investment Advisor Representative
  • Life Insurance
  • Health Insurance
  • Variable Annuities

Mr. Cannella's practice focuses on the following:

  • Comprehensive Independent Investment Advice
  • Private Client Wealth Management  Private Client Brochure
  • Portfolio Management
  • Wealth Preservation
  • Growth and Income Strategies
  • Professionally Managed Accounts: Equities, Fixed Income, and Alternatives
  • Municipal, Corporate, Convertible, and U.S. Treasury Bonds
  • Variable and Fixed Annuities
  • Life Insurance Strategies 
  • Wealth and Financial Planning
  • Estate/Tax Planning Strategies
  • Risk Management

Mr. Cannella has formed very close personal relationships with the many clients he advises, which he feels genuinely enhances the unique dynamics of his clients' needs.

Mr. Cannella believes in thoroughly educating his clients about the many facets of the investments/plans he advocates, while ensuring they accurately reflect the client's goals prior to implementation.

Mr. Cannella has privately met with and advised a Top-Ranking U.S. Government Enforcement Official regarding financial services industry regulation.

Mr. Cannella was asked to testify on Capitol Hill regarding important securities legislation.

Mr. Cannella has a business/financial background in Ophthalmology spanning over a decade, having taught courses at the largest International and National Ophthalmic Symposiums.

Mr. Cannella was awarded three United States Patents in automotive safety technology.

Mr. Cannella studied two years of Aerospace Technology flying both rotorcraft and fixed wing aircraft before pursuing a business major.

Mr. Cannella has been a strong advocate of Law Enforcement for over three decades. He was nominated for membership into the Fraternal Order of Police Lodge 31A in 1988; amongst other initiatives, he was instrumental in raising funds to construct the police memorial and remains a staunch supporter of law enforcement. 

Robert and his wife Tricia reside in Meadow Vista California where they enjoy the outdoors, spending time with family, and close friends.  The Cannellas are proud supporters and long-time benefactors to St. Jude Children's Hospital.

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