Michael A. Cano, AIF®
Founder and Principal, Cano Wealth Strategies, LLC
Michael A. Cano is founder and principal of Cano Wealth Strategies, LLC. His vision from the onset has been to provide a higher level of service and wealth management advice to his clients. For more than a decade, he has specialized in addressing the unique needs of successful physicians and professionals.
Michael's lifetime passion for finance and entrepreneurship led him to the financial services industry in 1998. Starting out as a financial consultant with an international financial services firm in Princeton, New Jersey, he quickly exceeded the firm’s expectations after two years and was asked to join the management team as a regional vice president.
For the next three years, during one of the worst performing markets in U.S. history, Michael was tasked with recruiting, hiring, and training new financial advisors. Helping his team of financial advisors succeed gave him a firmer understanding of the financial landscape, provided invaluable insights into managing others, and taught him how to make complex concepts understandable to his advisors and their clients.
After spending three years as regional vice president, and while continuing to service his own clients, he decided to return full-time to building and operating his own practice. Recognizing the complexities that his higher-net-worth clients had to address, as well as the resources needed to solve these complex issues, Michael founded Cano Wealth Strategies, LLC, in 2006.
Today, Michael focuses exclusively on wealth management for physicians and professionals. He has assembled a team of experts who take a holistic approach to each client’s personal and professional lives.
Michael has written numerous financial articles for Mercer Business magazine and most recently has written an article specifically for physicians called, “What Physicians Should Expect of Personal Wealth Managers.” Michael has also been asked to speak to a private group in reference to an article published previously in Mercer Business.
Over the years, Michael has continued to expand his wealth management knowledge to benefit his clients. In an effort to provide a high fiduciary standard of excellence, Michael committed his time to earn the Accredited Investment Fiduciary® (AIF®) professional designation.
Michael is a supporter of Dress for Success of Mercer County and Kidsbridge Tolerance Museum.
Michael and his wife, Katie, live in Mercer County, New Jersey, in the town of East Windsor. They are very happy to be part of this community and believe it is a wonderful place to live and raise their daughters. Michael and Katie are both active in the local school system and sports organizations; they enjoy raising and teaching their children. Michael enjoys playing soccer year round, golfing, and cooking, as well as spending summer vacations at a lake house in Otis, Massachusetts.
Designations, credentials, and registrations (securities licenses held through Commonwealth Financial Network)
- Member, Financial Services Institute
- Accredited Investment Fiduciary®
- Series 7
- Series 63
- Series 65
- Series 24
- Series 53
- Life and Health Insurance license (CT, DE, FL, MD, NJ, and PA)
- Former Chairman of the Board of MIDJersey Chamber of Commerce
- Committee Member of the Investment Planning committee of MIDJersey Chamber of Commerce
Katie H. Cano
Katie joined Cano Wealth Strategies, LLC, in March 2006. As the office controller, Katie is responsible for all internal financial operations. Her exceptional organizational skills and attention to detail are indeed assets to CWS.
Katie has more than 15 years experience as a licensed physical therapist. She has worked at the prestigious Johns Hopkins hospital in Maryland and her previous management experience has been an indispensable opportunity for CWS.
Katie and her husband, Michael, live in Mercer County, New Jersey in the town of East Windsor. They are very happy to be part of this community and feel it is a wonderful place to live and raise their daughters. Michael and Katie are both active in the local school system and sports organizations, and are having fun raising and teaching their children. Katie enjoys reading, gardening, and spending time with her family and friends.