Independent advice is the cornerstone of our wealth management process. We believe that advisors think and act best on behalf of their clients in a conflict-free environment. Rudman Cannon Financial Advisors is committed to the fee only process. We value our independence and never want a large corporate parent influencing our financial advice.
Navigating uncertain economic and political times requires the ability to:
It seems that everyday there is another worldwide economic or political crisis in the news that adds stressful volatility to your investments. Interest rates are at a historical low leaving the common investor the inability to earn enough safe interest in the bank or C.D’s to live a comfortable retirement life. The need for structure in your financial life has never been greater.
Bradley Rudman, CFP®
Mr. Rudman has been trained and has hands on experience in all phases of the financial planning arena: tax planning and strategies graduating with a degree in Accounting from Queens College, N.Y., working within the tax department of a major accounting firm, fifteen years experience as a financial investment advisor with Merrill Lynch Pierce Fenner & Smith and various major investment firms..
Most recently Mr. Rudman has owned and managed a Money Management firm specializing in defining and implementing investment strategies to enhance client returns and guiding clients through the financial planning process. Mr. Rudman has completed the requirements for the Certified Financial Planning Board of Standards.
Designations held: Series 7, 24, 63 Option Principal 4
Brad has been granted the right to use the CFP® certification by the Certified Financial Planning Board of Standards, Inc. (CFP Board). A CERTIFIED FINANCIAL PLANNER™ professional is someone who has demonstrated the commitment and obtained the experience to use the CFP® mark. A CFP® certificant has had to demonstrate academic coverage of more than 100 integrated financial planning topics, passed rigorous examination requirements, satisfied work experience requirements, and agreed to the CFP Board of Standard’s Code of Ethics. In addition, a CFP® certificant is required to obtain a minimum of 30 hours of continuing education every 2 years.
Robert Cannon, AIFA®
Robert Cannon is the co-founder of Rudman Cannon Financial Advisors Inc. Robert has advised and serviced affluent clients, businesses, and hedge funds across the United States for two decades in the financial services industry. As a managing partner of Rudman Cannon Financial Advisors Inc, Robert guides clients through a distinctive wealth management and investment consulting process designed specifically for financially successful individuals and families.
Specifically, his role includes identifying the values, goals, and dreams of his clients, creating a financial road map through utilizing advanced investment planning software and his over 25 years experience, implementing and then managing his client’s investable wealth.
He is viewed as a Chief Financial Officer to his clients and implements an advisory team approach to provide superior advice. Prior to co-founding Rudman Cannon Financial Advisors Inc, Robert spent the past several years with various brokerage houses and proprietary trading firms.
Robert received a Certificate in Financial Management from Cornell University. He has held his series 7 The General Securities Representative Examination. Series 63 The Uniform Securities Agent State Law Examination. The series 66 Uniform Combined Registered Investment Adviser. The series 55 Equity Trader Examination. New York Life Accident and Health Insurance license.
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