Canter Wealth
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
7825 Fay Ave Ste 140, La Jolla, Californ...Phone Number
(858) 812-7550Website
www.canterwealth.comRevenue
<$5 MillionIndustry
About Canter Wealth
Canter Wealth is a fee-only financial planning firm based in La Jolla and San Diego, recognized as one of the best financial planners by San Diego Magazine. They offer a range of services including investing, tax strategy, estate planning, and retirement planning, aimed at helping clients achieve their financial life goals. The firm prides itself on its integrated financial planning approach and has a team of certified financial planners (CFP professionals) who operate under a fiduciary standard. Canter Wealth focuses on personalizing financial strategies to optimize returns and provides educational resources through classes and webcasts.Explore more
Canter Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Canter Wealth
<$5M
1-10
Private
-
2012
JK
Joseph KalmanovitzCco, Portfolio Management Head of Financial Planning
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Canter Wealth Tech Stack
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Canter Wealth is a fee-only financial planning firm based in La Jolla and San Diego, recognized as one of the best financial planners by San Diego Magazine. They offer a range of services including investing, tax strategy, estate planning, and retirement planning, aimed at helping clients achieve their financial life goals. The firm prides itself o... Read More
