Robert is committed to helping individuals build confidence in their financial lives. He understands that clients demand a more personal, innovative approach to wealth management strategies, and is driven to provide that leadership. He accomplishes this by first gaining a deep understanding of your objectives and risk tolerance, then offers strategies to help reach your financial goals. While larger firms remain focused on corporate objectives, his is devoted to a single purpose: to help clients accomplish their most valued financial and lifetime goals. He dedicates over 28 years of industry experience to delivering custom wealth management strategies to help with your success.
Corebridge Financial is one of the largest and most established providers of retirement solutions and insurance products in the United States, with a long and proven track record of serving our clients.
Investment Management Financial Planning Company Benefits Insurance Planning
At Carrera Virtue Financial, we are your trusted partners in achieving financial success. Specializing in individual financial planning, retirement strategies, debt management, investment education, and personalized financial coaching, we're dedicated to helping you reach your financial goals. With a strong focus on business development, we also provide expert guidance to entrepreneurs and businesses looking to thrive. Let us empower you to secure your financial future and achieve your business aspirations.
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For more than two decades, Martin McCann, the founder of McCann Asset Management, has specialized in helping individuals pursue financial and retirement goals, and businesses establish and manage retirement plans. McCann began his career with American Express Financial Advisors where he became one of the company's youngest Field Vice Presidents. He also served as Manager of Financial Services at Prudential before becoming an independent financial advisor. A knowledgeable expert in retirement plans and retirement and income planning, McCann delivers continuing education workshops to CPAs as well as informational workshops to the public. In addition, he is also a State of California certified insurance instructor and hold various insurance and securities licenses. Please also note our locations at: 4900 California Avenue Tower B, 2nd Floor Bakersfield, CA 93309 214 West Lockeford Street Suite 9 Lodi, CA 95240
