Our Qualifications

For over 40 years Charles Kanoy, CLU®, ChFC® has helped businesses and individuals FIND SOLUTIONS TO FINANCIAL PROBLEMS. Chuck has been series 63, 7 securities and insurance licensed since the early 1970`s. He earned his Charter Life Underwriter (CLU) designation in 1974 and his Charter Financial Consultant (ChFC) designation in 1987. He has served on the boards of the Orange County Chapters of The Charitable Giving Council and The American Society of CLU/ChFC.
 

Chuck completed his undergraduate work at Occidental College in 1966 and currently is a member of the Occidental Alumni Board of Governors.

Nora Kanoy CLTC graduated from University of Southern California, taught middle school, then raised three daughters before joining Kanoy Associates as a licensed insurance agent in 1996. She completed her CLTC Masters Class (Certified in Long Term Care)in 2005.

Nora works with small businesses, individuals and families designing medical insurance and long term care plans. She is California Partnership trained and licensed and appointed with most insurance carriers in the state.

If you need help deciphering the heatlh, Medicare and long term care choices, call Nora to help you through the maze.