Geoffrey I. Kanner,  CFP<sup>&reg;</sup> - Financial Advisor

Geoffrey I. Kanner, CFP®

ChFC, CLU

Kanner Financial Services LLC

116 Washington Avenue, Third Floor
North Haven, CT 06473
FINANCIAL ADVISOR'S WEBSITE
(203) 239-5370

General

Geoffrey Kanner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kanner Financial Services LLC in North Haven, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MSFS, RHU, LUTCF

Insurance Licenses

  • Life insurance: CT
  • Health/disability insurance: CT
  • Property/casualty: CT
  • Fixed annuities: CT

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Mutual Funds, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources