Robert Canavan

Designations & Licenses

Certified Financial Planner™
To use the CFP credential, the financial planner must successfully complete the CFP® Board's comprehensive examination which tests his or her knowledge on a number of key financial planning topics. The applicant must also have three to five years of related experience, voluntarily ascribe to the board's code of ethics and complete 30 hours of continuing education every two years pertaining to such relevant topics as estate and retirement planning, investment management, tax planning and insurance.

Robert Canavan

Rob Canavan is a Financial Planner with Pure Financial Advisors. In his role with Pure, Rob works directly with clients to help them accomplish their financial goals, specializing in the areas of retirement planning, tax planning and investment management.

Prior to joining Pure Financial Advisors, Rob used his Certified Financial Planning designation to successfully manage over 250 clients and 650 million dollars in assets at a large national brokerage firm.

Rob started his career in finance in 1998 as an Institutional Sales trader in Boston covering some of the largest mutual fund companies, hedge funds and custodial banks in the world.

Originally from Hingham, Ma. Rob earned his degree in Communications from Boston College, with a minor in Sociology.  He was a member of the Boston College Men’s Ice hockey team.

Rob and his wife, Laurie, are blessed to have three wonderful kids and in his free time, he enjoys watching them play sports all over southern California.

Robert's Latest Contributions

Risk Management

Why Is Risk Management Important?

Risk Management is a term most frequently associated with large businesses due to its crucial importance for corporations. However, risk management activities are just as vital when it comes to personal finances. In this video, Pure Financial Advisors’ Robert Canavan, CFP® explains why risk management is important in your personal, professional, and investing life. Blog: Why Risk Management is Important >>  

Robert Canavan