top of page

Your Financial Prosperity Starts with the Right Vision

Transform your relationship with money

Why I Started
Serving

As a CERTIFIED FINANCIAL PLANNER™ & Certified Public Accountant (CPA), I am driven by a deep desire to help people achieve their financial goals and secure their future. I have seen firsthand the devastating impact that financial insecurity can have on individuals and families, and I believe that everyone deserves access to sound financial advice and guidance. That's why I decided to become a CFP® & CPA- to use my expertise to empower and support my clients as they navigate life's financial challenges and opportunities. Seeing the positive impact that my work has on the lives of those I serve is what motivates me every day, and I am honored to be able to make a difference in the lives of others.

Home: Headliner


My Story

David Cannon is a highly experienced financial professional with 13 years of experience in the industry. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™, and an Investment Advisor Representative (IAR). With 8 years of comprehensive business financial planning, personal financial planning, and income tax planning experience at Cain Watters, LLC., David has expertise and experience in serving the financial planning, income tax, and financial statement needs of closely held businesses and their families. David also worked for 5 years as a CPA, specializing in income taxation for closely held family businesses and large international organizations. This experience has allowed David to deliver highly valued services across the country.

 

On the education front, David is an avid life-long learner. David graduated with highest honors, Senior Scholastic, and Academic Excellence from the University of California Santa Barbara with a Bachelor's degree in Business Economics with an emphasis in accounting.

​

When David isn't serving clients, he spends time with his family, taking his daughters to ballet, sporting events, and martial arts.

Service Areas

A Passion for financial planning coupled with a service minded mentality yields result that improves lives. 

Financial Planning

a goal without a plan is just a wish - motivational handwriting on a napkin with a cup of

Goal Based

We specialize in building, implementing, and monitoring comprehensive goal based financial plans.

Investments

Wooden blocks with words 'Your success is our goal'. Business concept.jpg

Value Driven

To help our clients achieve their financial goals and implement their financial plans, we have partnered with Charles Schwab.

Tax Returns & Accounting

Filling Out Tax Form

Service Minded

Oftentimes a key component of implementing a financial plan involves your income tax returns and financial statements. If you need help with income tax compliance and or financial statements, we are here to help.

bottom of page