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

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PM
Prtima MISHRA1
Software Engineer
PA TEST
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale