Brett J Canna, ChFC®, CLU®, CFP®

Wealth Management Advisor

Professional

Brett Canna graduated from the Wharton School of Business in 2002.

Immediately after graduating, he joined a highly regarded options trading firm, Mako Global Derivatives, and worked in their New York and London offices.

Desiring the opportunity to work with individual clients and their families, he joined a boutique private wealth management firm in Berwyn, Pennsylvania known as the Stanley-Laman Group and worked as a financial advisor in the areas of estate, investment and charitable planning for twelve years. 

In 2016 he collaborated with colleague William Milne and created Canna Milne Financial, offering a comprehensive range of financial advisory services and products to individuals, families, trusts, businesses and charitable organizations throughout the country. 

Brett is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant® and a Chartered Life Underwriter®.  He holds the following professional licenses: Series 7, Series 63 & PA Life and Health. 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck