Canopy Capital Strategies

Do you know a college student that's considering a career as a financial professional? If so, let them know about our upcoming Summer Internship Opportunities!

Our program isn’t about making copies, grabbing lattes, or sitting on the sidelines. It’s about learning the foundational elements of building a financial practice. Now... let's get to planning!

We're excited to add another amazing professional to our team --who will be supporting us with administrative duties and recruiting new advisors! Welcome Sierra!

We’re happy to introduce Seth Conklin, the newest member of our team! Seth brings nearly a decade of experience and will be specializing in financial planning, working closely with clients to support their long-term goals. Welcome to the team, Seth!

🎉 We’re growing again—and couldn’t be more excited! Please join us in giving a big Canopy welcome to Jarrett Walker our newest Financial Associate! 💼🌱

Jarrett brings sharp skills, great vibes and a passion for serving his community. He’s all about empowerment and we’re ALL about having awesome people like him on our team. Let’s go, Jarrett! We’re lucky to have you on board. Now... let's get to planning!🙌

Happy National Intern Day ☀️ While some chose to work on their tan this summer, our amazing interns chose to work on their careers— and we couldn’t be more proud! 💼✨

Thank you for spending your summer with us, diving into growth projects, contributing fresh ideas and bringing your energy to the team every single day (minus Fridays of course). We're so glad you chose us for your summer journey! 🌟👏

You asked for it -- we're providing it! Our clients requested an Economic Outlook Seminar and it's open for registrations!!! Don't miss this LIVE Online Seminar! REGISTER HERE! https://financialguide.zoom.us/webinar/register/WN_z9lC5g9NQVWhR4GqVzpP5g #/registration

We've heard you! Many of our clients shared that they want to better understand the market and economic factors shaping today's financial landscape.

Due to the overwhelming interest, we're excited to announce that in July, we will be focusing on an Economic Outlook. 🌞📊

Stay tuned—registration details are coming soon! You won’t want to miss this opportunity to get informed!

Our Summer Seminar Series just kicked off with Retirement Income Planning! It was an incredible session where we learned about the risks and strategies to deploy, in order to protect your retirement income. Be on the lookout for information on our upcoming seminars in July, August and September!!

https://conta.cc/4kIOmXj

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