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Clifford George Canavera

Advisor at Eagle Strategies (NY Life) — Brandenburg, KY

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

33 years

Location

Brandenburg, KY 40108

Eagle Strategies (NY Life) logo

Eagle Strategies (NY Life)

Enterprise

Total advisors

2,524

Across 963 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

About

Clifford Canavera is a CFP® professional affiliated with Eagle Strategies (NY Life) with 33 years of industry experience. He has been associated with New York Life, Nylife Securities Inc, and Canavera Financial Group, LLC since 2004. Through his role at Canavera Financial Group, he is involved in brokering and the sale of NYL products with various outside insurance carriers. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Occupation focus

Based on Eagle Strategies (NY Life)

Founder/Business Owner Executive

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Fee options

Fixed

One-time seminar fees generally range from $35 to $200 per attendee

Percentage

$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)

Project-based

Fee-based hourly advice ranges from $100 to $400 per hour

Subscriptions

Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly

Other

Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour

Location

See office

Brandenburg, KY

448 Pine Point Road

Brandenburg KY 40108

Advisors at this office

1

Most active in

Kentucky

Work history

33 years of industry experience

Nylife Securities Inc

2004 - Present • 22 years

Louisville, KY

Canavera Financial Group, Llc

2004 - Present • 22 years

Brandenburg, KY

New York Life

2004 - Present • 22 years

Louisville, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Paul C

Series 63, Series 65

Brandenburg, KY

Corley Capital LLC

Paul Corley is the sole advisor at Corley Capital LLC, an independent advisory firm based in Brandenburg, Kentucky. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes roles at XML Financial, LLC, and Lara, May & Associates, LLC. Corley Capital LLC provides comprehensive financial planning and discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios with investment policy statements and employs a mix of fundamental, technical, and cyclical analysis, utilizing a broad range of investment vehicles and strategies.

College savings (529s, UTMA, etc.) General retirement planning Tax-loss harvesting

Ryan S

CFP®

Brandenburg, KY

Pivot Point Wealth Planning

My name is Ryan Stith, and I am a CERTIFIED FINANCIAL PLANNER™. I am also the founder of Pivot Point Wealth. I founded Pivot Point Wealth to help families, like my own, develop a better understanding of their financial lives in a way that provides clarity, simplicity, and purpose in their decision-making. I believe this is best achieved when our decisions around money and life match our values. We are all on a financial journey guided by the actions and decisions we make along the way. As a financial planner, I feel it is my job to serve as a guide, whether that means helping you discover what values are truly important to you or simply acting as a signpost to point you in the right direction when you come to a crossroads. On a more personal note...I’m a ginger by birth, planner by nature, and teacher’s husband by choice. I was born and raised in the small town of Brandenburg, KY where I live with my wife (DeAnna), our two kids (Madeline & Henry), and our dog, Penny. I'm a huge University of Kentucky basketball and football fan (Go Big Blue!), as well as loyal English Premier League football follower. In my spare time, you’ll find me outside running, in the garage tinkering and finding any excuse to use power tools, or on a patio enjoying time with friends and family.

General retirement planning Educators, Teachers, and Academics Parents
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Charles Y

Series 63, Series 65

Radcliff, KY

First Command Advisory Services

Charles York Jr. is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to his financial advisory role, he served in the United States Army for nine years. He is the owner of C.L. York and Sons Home Solutions LLC, a business providing financial advisory services under the First Command name. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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David S

Series 66

Radcliff, KY

First Command Advisory Services

David Strauss is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has five years of industry experience, including service in the U.S. Army from 2016 to 2022. Outside of his advisory role, he is the Chief Executive Officer of Bourbon Trail Financial Management, LLC, a financial services company connected to his primary firm. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs managed by an internal Investment Management Team and Wealth Portfolio Managers, utilizing a centralized and discretionary management approach.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Andrew A

Series 63, Series 65

Radcliff, KY

First Command Advisory Services

Andrew Anastasia is a financial advisor with First Command Advisory Services in Radcliff, KY. He holds Series 63 and Series 65 designations and has one year of industry experience following a 25-year career in the US Army. His prior work history includes roles at several First Command entities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, providing discretionary portfolio management through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Martin W

Series 66

Louisville, KY

Private Advisor Group, LLC

Martin Wissing is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and bringing 26 years of industry experience. His career includes roles at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC before joining Private Advisor Group and operating Wissing Wealth Management since 2014. He is also involved in renovating and reselling properties in Louisville, KY. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm operates a fiduciary-based advisory model, utilizing a variety of strategies and third-party managers to tailor investment solutions for clients.

Annuities Founder/Business Owner
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