Canby Financial Advisors

PLAN FOR LIFE

Get the specialized guidance and service you need to address life's ever-changing financial challenges and opportunities

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FINANCIAL PLANNING

Receive a personalized financial action plan to help you prepare for the future with greater confidence

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INVESTMENT MANAGEMENT

Gain greater clarity in knowing that your investment portfolio is receiving the experienced oversight it deserves

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RETIREMENT PLAN SERVICES

Feel more confident knowing that your plan offers the investment options and education your employees need to save for the retirement they want

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News & Insights

Tune in to our podcast series, Plan for Life with Canby Financial Advisors.

Joelle Spear explains why the largest Social Security cost-of-living adjustment increase in decades may be less than it seems.

Chris Gullotti offers a blueprint for developing your own philanthropic action plan.

Meet Our Advisors

Christopher S. Borden, CRPS®

Financial Advisor, Managing Partner

508.598.1082 ext.101

cborden@canbyfinancial.com

Chris Gullotti, CFP®

Financial Advisor, Partner

508.598.1082 ext.102

cgullotti@canbyfinancial.com

Daniel J. Flanagan, CPA/PFS, CFP®, AEP®

Financial Advisor, Partner

508.598.1082 ext.103

dflanagan@canbyfinancial.com

Joelle Spear, CFP®

Financial Advisor, Partner

508.598.1082 ext.105

jspear@canbyfinancial.com

Michael Flaherty, CFP®, CIMA®

Financial Advisor

508.598.1082 ext.104

mflaherty@canbyfinancial.com

Eric Kristenson, AIF®, CRPS®, CPFA

Financial Advisor

508.598.1082 ext.110

ekristenson@canbyfinancial.com

David Jaeger, CFP®

Financial Advisor

508.598.1082 ext.108

djaeger@canbyfinancial.com

Connect with Canby Financial to set up a meeting or request more information

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