Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Michael Day
President
Michael Day is the President and Founder of Canyon Strategies and has extensive experience in personal and organizational finance providing Personal CFO services to individuals and is a CFO's CFO for business organizations. Canyon Strategies specializes in a "Planning First" model. Michael is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) who holds the Certified Plan Fiduciary Advisor (CPFA) and Non Qualified Plan Advisor (NQPA) credentials with a Masters of Science Degree in Accounting and a Bachelor of Arts Degree in Business Administration. He is also a graduate of the American Bankers Association's Graduate School of Bank Investments and Financial Management. Michael holds a Series 7 General Securities registration as well as a Series 66 Uniform Combined State Law Registration through LPL Financial. Michael provides planning, wealth and risk management solutions for individuals and organizations including ERISA and Non-Qualified Group Plans.
Michael has a passion for Financial Literacy and Education and hosts the "It's Your Money" financial education series which includes webinars and seminars on topics from basic investing to advanced estate planning. He also leads a six course financial literacy series inspired by the writings of Warren Buffet and created by a team of Harvard Business School Alumni for the World of Business Reading Group Financial Literacy Program designed to provide a solid understanding of business concepts and foundational knowledge of investment principals.
Prior to founding Canyon Strategies, Michael was Chief Financial Officer, Chief Investment Officer, Chief Information Officer , Compliance Officer and Director of Human Resources of multiple financial institutions. He has led the organization and charter acquisition of several financial institutions. He has guided organizations through mergers and acquisitions, business reorganizations and divestitures. Michael has served in leadership, board and chairman positions for youth, mental health and professional organizations. He also serves as a life coach and inspirational speaker.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.