Canter Wealth was born out of the need for integration within the wealth management industry. Your financial story has many moving parts, what matters most is that they all work together on the same mission: to help you achieve your life goals.
| Website | http://canterwealth.com |
| Employees | 13 (7 on RocketReach) |
| Founded | 2016 |
| Address | 7825 Fay Ave. 140, La Jolla, California 92093, US |
| Phone | +1 858-812-7550 |
| Technologies |
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| Industry | Financial Services |
| Keywords | Wealth Management, Financial Advisor, Financial Planning, Wealth Advisor, Investment Management, Financial Consultant, Investment Strategies, Risk Management, Portfolio Management, Investment Advisor, Long Term Growth, Wealth Preservation, Retirement Planning, Tax Planning, Financial Security, Financial Goals, Estate Planning, Insurance Planning, Asset Allocation, Legacy Planning |
| Competitors | Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, TIAA +40 more (view full list) |
Looking for a particular Canter Wealth employee's phone or email?
Canter Wealth Questions
Bobby Gahvari is the Managing Partner of Canter Wealth.
7 people are employed at Canter Wealth.
Canter Wealth is based in La Jolla, California.
Top Canter Wealth Employees
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Bobby Gahvari
Managing Partner at Canter Wealth
San Diego, CA, US12 -
Joseph Kalmanovitz
CCO, Head of Financial Planning and Portfolio Management at Canter Wealth
California, United States22 -
Landon Flynn
Head of Financial Education at Canter Wealth
San Diego, CA, US35 -
Jim Mellon
Wealth Advisor at Canter Wealth
San Diego, CA, US13 -
Aiden Cox
Wealth Advisor at Canter Wealth
United States2 -
Michael Canzone
Wealth Advisor at Canter Wealth
San Diego, CA, US23 -
Luke Podbury
Wealth Advisor at Canter Wealth
San Diego, CA, US1
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