Greg Cancino, CFP - Financial Advisor at The Norton Group - Raymond James

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Greg Cancino, CFP - Financial Advisor at The Norton Group - Raymond James We offer a team approach to financial planning, offering a broader scope of expertise.

When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture. Today, that client-focused approach has extended to serve client accounts through 7,700 financial advisors in the United States, Canada and overseas. Further, the company has expanded through the years to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. The Norton Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome co...
11/02/2026

AI, inflation, energy, geopolitics, interest rates and retreats to safety – October brought a relatively flat outcome considering the strong currents underneath. Find out more in our monthly market recap.

raymondjames.com

While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-...
10/27/2026

While the name may sound counterintuitive, intentionally defective grantor trusts can be effective preservation and tax-efficiency tools. Here, we cover their basics:

raymondjames.com

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond mar...
10/01/2026

September's relatively flat S&P 500 performance masked a growing dispersion beneath the surface. Meanwhile, the bond market took center stage. Get the details in the latest market recap:

raymondjames.com

Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageo...
09/29/2026

Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageous fortune:

raymondjames.com

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, t...
08/31/2026

August brought renewed volatility, shifting market trends and uncertainty in the bond market. Despite these pressures, the underlying backdrop reinforced that the US economy continues to expand. Get the details in the August market recap:

raymondjames.com

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tole...
08/26/2026

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tolerance for risk. Learn more:

raymondjames.com

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?
08/12/2026

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?

raymondjames.com

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and ene...
08/03/2026

Sector rotation helped the markets hold steady in July, with performance in sectors like health care, financials and energy making up for a slowing tech sector. Get the details in the July market recap:

raymondjames.com

Qualified small business stock (QSBS) can offer significant tax benefits to small businesses seeking to raise capital an...
07/29/2026

Qualified small business stock (QSBS) can offer significant tax benefits to small businesses seeking to raise capital and those looking to invest in innovation:

raymondjames.com

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485 E. 17th Street Suite 300
Costa Mesa, CA
92627

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