About 

My Background 

Education

David Cannon is an accomplished individual with a strong educational background. He pursued his higher education at the prestigious University of California Santa Barbara. There, he dedicated himself to the field of business economics with a specific emphasis in accounting. Demonstrating his commitment and passion for the subject, David successfully earned his bachelor's degree in business economics with an emphasis in accounting. Throughout his academic journey, David excelled in his studies, earning recognition for his outstanding achievements. He graduated as a senior scholastic, an honor which only ten graduates in the major receive each year. This reflects his dedication and consistent pursuit of excellence. Moreover, David graduated with highest honors, highlighting his rigorous work ethic and comprehensive understanding of the subject matter. His exceptional academic performance exemplifies his commitment to academic excellence and set a strong foundation for a successful career in the field of financial planning, taxation, investing, and accounting.

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Certificates

David Cannon is a highly accomplished professional who holds several distinguished certifications in the field of finance and accounting. One of his notable credentials is the Certified Public Accountant (CPA) designation. This certification signifies David's expertise in accounting, taxation, and financial reporting. As a CPA, he demonstrates a deep understanding of complex financial matters and is well-equipped to provide valuable insights and guidance to clients and organizations.

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In addition to being a CPA, David also possesses the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. This certification showcases his proficiency in financial planning, investment management, retirement planning, and estate planning. With his CFP® certification, David is skilled in analyzing financial situations, formulating strategies, and assisting clients in achieving their long-term financial goals.

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Furthermore, David Cannon is recognized as an Investment Adviser Representative (IAR). This title indicates his proficiency in providing investment advice and managing investment portfolios on behalf of clients. As an IAR, he upholds high ethical standards and adheres to regulatory requirements in delivering personalized investment solutions to meet the unique needs of his clients.

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David's diverse range of certifications, including CPA, CFP®, and IAR, reflects his extensive knowledge, expertise, and commitment to professionalism in the fields of accounting, financial planning, and investment management. With these certifications, he is well-positioned to offer comprehensive financial guidance and deliver exceptional value to individuals, businesses, and organizations seeking his expertise.

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Experience

David Cannon has accumulated significant professional experience throughout his career, primarily focused on accounting, tax services, and financial planning. For a span of 5 years, he worked as a tax accountant, catering to a diverse range of clients on a national scale. During this period, David gained valuable expertise in assisting individuals and businesses with various tax-related matters, including income tax returns, tax projections, and compliance audits. His clientele ranged from small closely held businesses to large multinational organizations, demonstrating his ability to adapt to different business structures and requirements.

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Following his role as a tax accountant, David transitioned to work as a business and personal financial planner at Cain Watters. At Cain Watters, he served a broad national clientele, comprising high net worth families and medical professionals. This role provided David with the opportunity to specialize in the financial intricacies of various medical fields such as general dentistry, orthodontics, oral & maxillofacial surgery, and periodontics, among others. Through his work, he acquired extensive knowledge and expertise in the unique financial considerations and challenges faced by professionals in these industries.

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David Cannon's combined experiences as a tax accountant and financial planner have equipped him with a deep understanding of financial management, tax strategies, and personalized planning. His comprehensive background allows him to provide valuable insights and tailored solutions to meet the diverse needs of his clients, whether they are individuals, businesses, or high net worth families in need of expert financial guidance.