Canby Financial Advisors

Christopher Borden is a financial advisor at Canby Financial Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Commonwealth Financial Network for 26 years. Borden has been with Canby Financial Advisors since 2000. Canby Financial Advisors provides discretionary and non-discretionary investment management and financial planning services primarily to pooled vehicles, qualified retirement plans, and institutional clients. The firm customizes portfolios using mutual funds, ETFs, individual equities, bonds, REITs, and alternative investments, and may oversee external money managers for delegated mandates.

Michael Flaherty is a CFP® professional with 27 years of industry experience. He has been with Canby Financial Advisors since 2008 and also worked at Commonwealth Financial Network during the same period. His other business activities include providing fixed insurance services at Canby Financial Advisors. Canby Financial Advisors offers discretionary and non-discretionary investment management and financial planning primarily to pooled vehicles, qualified retirement plans, and institutional clients, using customized portfolios that emphasize mutual funds, ETFs, and a range of other investment types.

Christopher Gullotti is a CFP® with 23 years of experience in the financial industry. He has been with Canby Financial Advisors since 2003 and also maintained a role at Commonwealth Financial Network during the same period. Canby Financial Advisors provides discretionary and non-discretionary investment management and financial planning services primarily to pooled vehicles, qualified retirement plans, and institutional clients. The firm customizes portfolios to client objectives, typically using mutual funds, ETFs, individual equities, bonds, REITs, and alternative investments, and may engage external money managers for delegated mandates.

Martin Baker is a CFP® with 22 years of industry experience. He is currently with Canby Financial Advisors and has previously worked at Commonwealth Financial Network and Fidelity in various advisory roles. Canby Financial Advisors provides discretionary and non-discretionary investment management and financial planning services primarily to pooled vehicles, qualified retirement plans, and other institutional clients. The firm customizes portfolios to client objectives, typically using mutual funds and ETFs alongside individual equities, bonds, REITs, and alternative investments.

David Jaeger is a CFP® with 12 years of experience in the financial industry. He is currently with Canby Financial Advisors, where he has worked since 2014, including during a period when the firm was affiliated with Commonwealth Financial Network. Canby Financial Advisors provides discretionary and non-discretionary investment management and financial planning services primarily to pooled vehicles, qualified retirement plans, and other institutional clients. The firm customizes portfolios to client objectives, typically using mutual funds, ETFs, individual equities, bonds, REITs, and alternative investments, and offers both asset-based and hourly fee structures.