Kathleen Cannon (CFP®)
Kathleen Cannon focuses in the
following client markets or areas of practice:
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Millennials
- Novice Investors
- Women's Financial Planning Issues
- Federal Employees
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Millennials
- Novice Investors
- Women's Financial Planning Issues
Planning Specialties
Military career and transition planning, federal employee military buyback, financial independence, empowermentAdditional Information
I’m passionate about working with military servicemembers, federal employees, and their families to help them take charge of their money and make confident life decisions. Together we explore what’s important to you, where you want to go in life, the challenges, and what your options are. Then with you in the pilot seat, we build a plan to help you live your best life. Then as life changes or throws you a curve, I’m right there with you to adjust and adapt.NAPFA Start Date
July 17, 2020
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.
