Michelle Cannan

Michelle Cannan has spent the best part of her career proactively helping her plan sponsor clients who seek to maintain successful qualified retirement plans.

Michelle leads Beltz Ianni’s Retirement Plan Consulting Team, where she also works with retirement plan clients on plan benchmarking, service provider search support, and fiduciary review services with a keen eye toward plan and process improvement. 

Michelle has over 17 years of experience in the pension field and was recognized as one of the National Association of Plan Advisor’s Top Women Advisor Captains in 2021 and 2022*.   

Michelle became partner at Beltz Ianni & Associates in 2020.

Before joining Beltz Ianni, Michelle was a client manager with The Kraematon Group, Inc., a retirement plan advisor located in Wellesley, MA. Prior to Kraematon, she was a relationship manager with Paychex, Inc.’s Retirement Services Department, and she held several leadership positions with a multinational banking and financial services corporation. 

Michelle holds FINRA securities licenses Series 6 and 63, held through LPL Financial and holds her Certified Plan Fiduciary Advisor (CPFA®), Qualified 401(k) Administrator (QKA®), and Qualified 401(k) Consultant (QKC) designations.  She received a Bachelor of Science from Clarkson University, Potsdam, NY.  Michelle resides in Fairport, New York.

*NAPA Top Women Advisors are nominated and voted on by industry peers and selected by a NAPA panel of judges based on information about their practice, experience and accomplishments as provided by nominees.

Michelle Cannan is a Registered Representative offering securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Beltz Ianni & Associates and LPL Financial are separate entities.

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