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Clifford C

CFP®, Series 63, Series 65

Brandenburg, KY

Eagle Strategies (NY Life)

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.

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