Michael J. Canfield, CPWA®
Financial Advisor
Mike is a 1992 graduate of the electrical engineering school at the University of Vermont. He has more than 30 years in the financial planning and insurance industry, having begun his financial planning career with Jim Ball in 1997 when they spent several years together. He then had the opportunity to run an investment program in partnership with a local credit union, which he did for more than 20 years. He happily rejoins Jim as part of the EverRise team and looks forward to helping individuals achieve and maintain their financial independence and security.
Designations and Registration:
- FINRA Series 7 and 66 securities registrations
- Certified Private Wealth Advisor® (CPWA®)
- Life, Long-Term Care, and Disability agent
He is a member of the Investments and Wealth Institute.
His passions include spending time with his children, Connor and Rachel, and enjoying a round of golf. He has been a competitive driver and instructor for high-performance driver’s education events for over 30 years.