Robert D. Cano
LPL Financial Advisor
The focus of our relationship
We work hard to provide easy-to-understand financial guidance with an emphasis on preserving capital. In today’s volatile markets, investors are not just looking for growth; they also seek investment vehicles and strategies to manage risk.
At Cano Wealth Management, Inc., we offer our clients access to financial solutions and strategies from a broad universe of investment firms and financial resources. But the most important resource we bring to the table is our commitment to understanding clients’ needs. This is our first step in the disciplined, ongoing process of wealth management.
For more than 20 years, Robert D. Cano, Principal and Financial Advisor at Cano Wealth Management, Inc., has been instrumental in helping his clients with their financial matters, with an emphasis on lending. In addition to representing individuals and businesses as their Financial Advisor, he has worked as a Senior Loan Officer for two banking institutions. As a licensed California Real Estate Broker, he successfully operated his own mortgage company for many years. Over time, he noticed that many clients did not have a comprehensive approach to their investments and finances. This prompted him to provide them with an all-encompassing financial services package that took into account every aspect of their financial needs and goals.
Today, he provides individuals and businesses with strategies for tax minimization as well as retirement income, estate planning, insurance protection, and risk mitigation concerning their investment portfolios. Mr. Cano is FINRA-registered, holds Series 7 and 66 securities registrations through LPL Financial, and insurance licenses for life, accident, health, and variable annuities. For those who prefer to communicate in Spanish, he is bilingual and fluent in the Spanish language.