Lindsey  Cannata,  CFP<sup>&reg;</sup> - Financial Advisor

Lindsey Cannata, CFP®

Financial Advisor

J.P. Cannata & Associates

25 E Main St, Ste 202
Roselle, IL 60172-2056
FINANCIAL ADVISOR'S WEBSITE
(847) 318-0700 CONNECT WITH Lindsey
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General

Lindsey Cannata is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at J.P. Cannata & Associates in Roselle, IL and the surrounding communities.

Financial Advisor Overview

Lindsey joined her father in the family firm as a financial advisor 6 years ago. One of the best parts of working with family is an aligned set of values. At J.P. Cannata and Associates, she strives to find the best solutions for her clients. When assisting clients to achieve their long-term financial objectives, she takes into consideration the analytical and the emotional components of each decision. It is of utmost importance that all clients receive superb customer service, common sense recommendations, and the knowledge to make the best decisions for their family. With that in mind, we ensure each client receives personal advice and regular communication.

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Financial Advisor Experience

In order to best serve her clients, Lindsey continues to pursue advanced designations and degrees. She has earned one of the highest-level professional designation in financial services as a CERTIFIED FINANCIAL PLANNER™ professional. In addition, she has obtained a Master of Science degree in wealth management from DePaul University, holds FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network®, and is a licensed life and health insurance agent.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Illinois

Broker-Dealer Disclaimer

Securities offered through Commonwealth Financial Network, Member FINRA/SIPC, a registered investment advisor. Advisory services offered through J.P. Cannata & Associates are separate and unrelated to Commonwealth.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Succession Planning, Sudden Wealth, Women's Finances

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