Sarvey G. Canella, CFP<sup>&reg;</sup> - Financial Advisor

Sarvey G. Canella, CFP®

MBA

Senior Financial Advisor

Canella Financial Group

1150 Thorn Run Rd, Ste 102
Moon Township, PA 15108-3102
FINANCIAL ADVISOR'S WEBSITE
(412) 262-1040 CONNECT WITH Sarvey
  • facebook link
  • twitter link
  • linkedin link

General

Sarvey Canella is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Canella Financial Group in Moon Township, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 51, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: AL, AZ, CA, CO, DE, FL, GA, IL, KY, MD, MO, NC, OH, PA, TX, VA, WV
  • Health/disability insurance: AL, AZ, CA, CO, DE, FL, GA, IL, KY, MD, MO, NC, OH, PA, TX, VA, WV
  • Fixed annuities: AL, AZ, CA, CO, DE, FL, GA, IL, KY, MD, MO, NC, OH, PA, TX, VA, WV
  • Variable annuities: AL, AZ, CA, CO, DE, FL, GA, IL, KY, MD, MO, NC, OH, PA, TX, VA, WV

Broker-Dealer Affiliation

Securities America, Inc.

Broker-Dealer Disclaimer

Securities offered through Securities America, Inc., Member FINRA (www.finra.org) / SIPC (www.sipc.com) and advisory services offered through Securities America Advisors, Inc., Sarvey G Canella, Representative. Canella Financial Group and the Securities America companies are separate entities. For full disclosures please visit our website www.canellafinancialgroup.com
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Banking, Asset Allocation, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources