LPL Financial Advisor
Phil Cannato joined Ta-Check Financial in 2002. Phil is a former educator on both the secondary and collegiate levels.
Phil has a Bachelor of Science degree from Defiance College in Defiance, Ohio and received his M.Ed. from Miami University in Oxford, Ohio. Phil taught high school in Portsmouth, Ohio and Stubenville, Ohio before moving onto the college ranks. He served as graduate assistant at Miami of Ohio and then spent time at John Carroll University in the late 1970s.
Phil worked for The Prudential Insurance Company of America for thirteen years as an agent and registered representative and division manager before opening his own firm, Cannato & Associates in 1991. During that time Phil worked as a registered representative, consultant and retirement planner.
Phil’s first career was that of a teacher and football coach. He still sees himself as a coach but instead of athletics, he now coaches people in retirement. Phil believes everyone should have a coach as it is always good to have someone “looking over your shoulder” to make sure your retirement game is on track. As a retirement coach, Phil feels it is important for people who are getting ready to retire or who are already retired to understand social security, know the importance of risk management, have a plan in place for the surviving spouse, make tax planning a part of everyone’s program, last but not least, establish a plan to fit your lifestyle.
We are very pleased to have Phil on our team and are especially pleased with the depth of expertise he can lend to our clients. Phil has helped hundreds of people in the Greater Cleveland area develop their retirement plan. Phil does his own research so each of his clients will receive an honest and individualized report of the market and the many questions regarding their retirement.
Phil enjoys spending time with his two granddaughters in his free time.