About Robert Cannon, AIFA®
Licensed Life/Accident and Health Insurance Agent
Robert Cannon, AIFA® is a Life and Health Insurance Agent with over thirty years of experience supporting individuals, families, and businesses across the United States. As the owner of Cannon Wealth Solutions, Robert is dedicated to helping clients establish secure lifetime income plans for retirement, guiding them through a specialized insurance and income-planning process tailored for financially successful individuals and families.
Robert serves as a “Chief Financial Officer” to his clients, coordinating an advisory team to offer specialized guidance in areas including income protection, health insurance, and wealth preservation. This collaborative approach ensures that his clients benefit from well-rounded advice and solutions.
When he’s not working with clients, Robert enjoys spending time with family and friends. He resides in New York.
Lawyer / Estate Planning Strategist
Richard Berman has enjoyed a successful career in law and finance for the better part of two decades. Mr. Berman was an associate in the corporate department at Shearman and Sterling advising international hedge fund and high net worth clients in connection with their cross border investment activities. He was partner of a boutique law practice from 2010-2017 working with individual and corporate clients to maximize their business objectives, estate planning strategies and investment activity. He presently serves as a consulting COO for a leading litigation finance company. At Cannon Wealth Solutions, Mr. Berman works with the team to tailor efficient and forward-thinking estate plans for advisory clients
