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 for its comprehensive services including investment management, retirement planning, tax strategy, and estate planning. The firm caters to clients navigating significant life milestones such as retirement, career changes, and family planning. With a team of certified financial planners, Canter Wealth emphasizes a fiduciary approach to ensure clients' best interests are prioritized. Their commitment to integrated financial strategies aims to help clients achieve their life goals with confidence.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
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 for its comprehensive services including investment management, retirement planning, tax strategy, and estate planning. The firm caters to clients navigating significant life milestones such as retirement, career changes, and family planning. With a team... Read More
