Michelle Cannan

CPFA®, QKA®, QKC

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

Michelle, as a member of Beltz Ianni & Associates’ Retirement Plan Consulting Team, delivers assistance with plan design and administrative requirements, and compliance support services to our valued clients. Michelle has over 12 years of experience in the pension field performing plan benchmarking, investment, and fiduciary reviews. She routinely guides clients through annual compliance requirements and plan audits. Some of her most rewarding experiences have been teaching employees about retirement planning, conducting retirement education presentations, and delivering one-on-one guidance.

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®) and 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 Pittsford, New York.

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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