Cano Wealth Strategies, LLC

Michael A. Cano, AIF^®
Founder and Principal, Cano Wealth Strategies, LLC
mcano@canowealthstrategies.com

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 services and wealth management advice to his clients. For more than a decade, he has continued to specialize 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 with an international financial services firm in Princeton, New Jersey, as a financial consultant, 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 chartered with recruiting, hiring, and training new financial advisors. Helping his team of financial advisors succeed gave him a firmer understanding of the financial landscape, gave him 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 that provide a holistic approach toward 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 and in sporting organizations; they enjoy raising and teaching their children. Michael enjoys playing soccer year round, golfing, and cooking, as well as spending summer vacations at the lake house in Otis, Massachusetts.

Designations, credentials, and registrations

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)

Professional associations

Chairman of the board of Mercer Regional Chamber of Commerce
Committee member of the Investment Planning committee of Mercer Regional Chamber of Commerce

Genevieve Thayer

Director of Operations
gthayer@canowealthstrategies.com

In 2001 Genevieve began her career with Michael in the financial services business as an administrative assistant. As Michael's responsibilities took him into management it also provided Genevieve new opportunities. She then began working as an executive assistant for one of the most successful wealth management teams at her former firm. Over than the next several years she became familiar with many of the topics that high net worth clients deal with such as estate planning, risk management, and retirement planning. As fate would have it, she re-joined Michael at his practice in December 2007.

As director of operations, Genevieve oversees all aspects of our firm. She routinely collaborates with Michael to design and implement systems to streamline operational efficiencies for both internal and external processes and projects. Genevieve provides the leadership, management and vision necessary to ensure that our firm has the proper operational controls, administrative procedures, and systems in place to effectively grow our organization. Our higher networth clients have come to depend on Genevieve as their first contact to answer questions and handle requests in a timely manner. Genevieve is extremely dedicated, friendly, and committed to our firm. Her knowledge is a tremendous asset to CWS, LLC.

Genevieve lives in Princeton Junction, New Jersey, with her husband and their daughter. Her hobbies include interior design and carpentry projects, reading, and spending time with family and friends.

Amanda J. Schofield

Administrative Assistant
aschofield@canowealthstrategies.com

Amanda joined our firm in November 2010. As a former legal secretary and office administrator in England with over 15 years' of professional experience, Amanda efficiently provides our office and clients with a broad range of both administrative and organizational support. She is the first point of contact for all of our clients. She proactively handles inquiries relating to client accounts including changes and maintenance as well as the processing of applications and forms. Amanda constantly strives to provide unsurpassed service to both our firm and our clients.

Amanda lives in Lawrenceville, NJ with her husband, and their two children. She is actively involved in her local neighborhood community. Amanda enjoys walking her dog, reading, traveling, and getting together with family and friends.