CoverProfile

Drew Waldron

Co-Founder

Canvas Wealth Advisors

United States, Kansas, Leawood

About Me

I am a Co-Founder at Canvas Wealth Advisors, where I work with business owners and high net worth individuals to provide customized wealth management solutions based on the needs and objectives of each individual client. I work with families in developing financial plans, wealth transfer ideas, tax strategies, asset allocations, charitable planning and risk management analysis to help manage their individual needs. I have my bachelor’s degree in finance from the University of Kansas and am CERTIFIED FINANCIAL PLANNER™.

Profile Information

Co-Founder

Canvas Wealth Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Leawood

Kansas

United States

Sep 17, 2024

More profiles to browse

JM
Joe Morrow
Wealth Advisor
JZ
Joshua Zach
Wealth Advisor

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
PG
Patricia Gee
Operations
Manhattan Family Office
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC