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Canby Financial Advisors Adds David Jaeger, CFP® to its Advisor Team

Canby Financial Advisors Adds David Jaeger, CFP® to its Advisor Team

September 23, 2021
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FRAMINGHAM, Mass., September 23, 2021.  Canby Financial Advisors, a Framingham-based financial planning firm, is pleased to announce that David Jaeger, CFP®, has been promoted to the role of Financial Advisor.

In his new role, he will provide financial planning and investment management services to help guide individuals, families and retirement plan participants through every stage of life.

“Since joining the firm in 2014 as a Client Service Manager, David has consistently exemplified the qualities we expect from our team of financial advisors,” said Chris Borden, Canby Financial’s Managing Partner.

“David is well versed in our financial planning focus and investment management strategies. He has demonstrated a strong desire to increase his knowledge of the industry’s best practices and earned his CERTIFIED FINANCIAL PLANNERTM designation in 2019. David’s passion for helping individuals, families, and retirement plan participants address their financial and investment challenges has earned him the respect of our clients and will serve him well in his new role.”

Raised in Sudbury, MA and a graduate of Loyola University in Maryland, Jaeger now lives in Cohasset with his wife, Kathleen.

About Canby Financial Advisors

Framingham, MA-based Canby Financial Advisors provides financial planning, investment management and retirement plan services to help guide people successfully through every stage of life. Canby Financial Advisors, 161 Worcester Road, Suite 408, Framingham, MA 01701. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial planning services offered by Canby Financial Advisors are separate and unrelated to Commonwealth. canbyfinancial.com