Broker Check
Sam Cannon, CFP®

Sam Cannon, CFP®

Financial Advisor

“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 Behavioral Science, California Baptist University