Kieran Cannon, CRPC™ in

Kieran Cannon, CRPC™

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Financial Advisor at Merrill Lynch Wealth Management
📍 Wayne, Pennsylvania, United States

Kieran Cannon is a Financial Advisor at Merrill Lynch Wealth Management, specializing in simplifying financial planning and asset management. A graduate of Hofstra University, he holds the Chartered Retirement Planning Counselor designation and focuses on helping clients navigate wealth with precision to achieve their personal goals.

Based on his attendance at Hofstra University on Long Island, he may follow New York sports. His professional interests extend to major financial institutions like J. P. Morgan, which he follows.

He holds dual certifications as a Personal Investment Advisor and a Chartered Retirement Planning Counselor (CRPC™).

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Experience
3 Years
Current Role
Financial Advisor
Location
Wayne, Pennsylvania, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Kieran cares about

Retirement Planning
As a Chartered Retirement Planning Counselor (CRPC™), he frequently advises clients on milestones, such as the financial decisions that need to be made when turning 65.
Investment Strategy
He advises on managing portfolio risks, such as single-stock concentration, and follows the Chief Investment Office's analysis on market signals and economic trends.
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Career

Work history

10-2022
Financial Advisor
Merrill Lynch Wealth Management
In the press

Media appearances

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Education
Bachelor's Degree
Hofstra University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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