Brett Canna, CFP®, ChFC®, CLU®, WMCP®, AEP®
Founder, Partner and Private Wealth Advisor at C³ Wealth Management
📍 United States
Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.
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Experience
23 Years
Current Role
Founder, Partner and Private Wealth Advisor
Job Level
Leadership
Location
United States
Personality Overview
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Priorities
Topics Brett cares about
Strategic Priorities
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Career
Work history
5-2024
Founder, Partner and Private Wealth Advisor
C³ Wealth Management
4-2016 - 5-2024
Wealth Management Advisor
Director of Estate & Business Planning
Canna Milne Financial | Northwestern Mutual
6-2004 - 4-2016
Financial Advisor
The Stanley-Laman Group, Ltd.
6-2002 - 5-2004
Sales Trader
Mako Global Derivatives
In the press
Media appearances
Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1997 - 2002
BS
The Wharton School
Education details unavailable
Downingtown Sr. High
Social presence
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