Five Star award winner Sarvey Canella, CFP®, MBA

PROFESSIONAL PROFILE

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Sarvey Canella, CFP^®, MBA

Financial Advisor

Canella Financial Group

1150 Thorn Run Road, Suite 102

Moon Township, PA 15108

Office: 412-262-1040

sgcanella@canellafinancialgroup.com
www.canellafinancialgroup.com

Professional Approach

Sarvey Canella is the founder of Canella Financial Group and a financial planner who works with the belief that every client deserves to experience the benefits of comprehensive, client-centered financial consulting. His mission is to educate, motivate, and empower his clients so they can move toward living a genuinely happier life free from financial concerns. By starting every client relationship with a thorough financial analysis, he strives to provide ethical recommendations that match the unique situation and desire of each of his clients. He finds it tremendously rewarding to partner with his clients and help them work toward their dreams and goals.

Sarvey has more than two decades of experience providing comprehensive wealth management and financial planning to individuals, families, and business owners. Through these comprehensive services, he strives to help his clients build, protect, and preserve their wealth during their life and leave a legacy to their loved ones. He integrates the diverse, often chaotic elements of each client’s life into an orderly and empowering vision of their dreams and goals.

Sarvey started his career in the financial services industry working as an advisor with American Express Financial Advisors. While he enjoyed working in the industry, he felt limited in product offerings. With a desire to provide a wider array of services without any biases, he became an independent advisor and founded Canella Financial Group. Today, more than 15 years later, he continues to lead Canella Financial Group and is also a branch manager with Securities America.

Sarvey holds FINRA Series 7, 24, 51, 63, and 65 securities registrations. He also is a CERTIFIED FINANCIAL PLANNER™ practitioner. He received a Bachelor of Science in Business Administration and a Master of Business Administration from Duquesne University. He is an active member of the Financial Planning Association.

See Accomplishments

This award was issued on 06/01/2025 by Five Star Professional (FSP) for the time period 09/18/2024 through 02/28/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1965 Pittsburgh-area wealth managers were considered for the award; 211 (11 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 1,854, 231, 13%, 6/1/24, 9/12/23 - 3/29/24; 2023: 1,818, 233, 12.8%, 6/1/23, 9/12/22 - 3/31/23; 2022: 1779, 252, 14%, 6/1/22, 9/27/21 - 3/25/22; 2021: 1814, 234, 13%, 6/1/21, 9/7/20 - 4/23/21; 2020: 1886, 224, 12%, 6/1/20, 9/16/19 - 4/10/20; 2019: 1667, 251, 15%, 6/1/19, 9/17/18 - 4/12/19; 2018: 1653, 227, 14%, 6/1/18, 9/28/17 - 4/17/18; 2017: 1133, 277, 24%, 6/1/17, 9/27/16 - 4/11/17; 2016: 1064, 423, 40%, 5/1/16, 10/7/15 - 4/19/16; 2015: 1494, 442, 30%, 6/1/15, 10/7/14 - 4/19/15; 2014: 1721, 458, 27%, 6/1/14, 10/7/13 - 4/19/14; 2013: 1777, 545, 31%, 6/1/13, 10/7/12 - 4/19/13; 2012: 1863, 493, 26%, 6/1/12, 10/7/11 - 4/19/12.

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Sarvey G Canella, Representative. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Canella Financial Group, Inc is independent of Osaic Wealth.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.