Canter Wealth Employee Directory

Q: Who are Canter Wealth key employees?

Some of Canter Wealth key employees are Joseph Kalmanovitz , Luke Podbury , Bobby Gahvari , Isaac Dixon

Canter Wealth corporate office is located in 7825 Fay Ave Ste 140, La Jolla, California, 92037, United States and has 1-10 employees.

canter wealth

strategic wealth management llc

Key Employees of Canter Wealth

JK
Joseph Kalmano...
Cfp
PhoneEmail
LP
Luke Podbury
Cfp, Crpc Wealth Advisor
PhoneEmail
BG
Bobby Gahvari
Managing Partner
PhoneEmail
ID
Isaac Dixon
Partner
PhoneEmail
PhoneEmail
PhoneEmail

Canter Wealth Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Canter Wealth

Hundreds of professionals searching for Canter Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

BG
Bobby Gahvari
Email Direct
Managing Partner
United States , California , La Jolla

LP
Luke Podbury
Email Direct
Cfp, Crpc Wealth Advisor
United States , California , La Jolla

Former Employees at Canter Wealth

Explore people who held key positions, contributed to Canter Wealth's success, and advanced their careers.

JB
Jaron Beach
Wealth Advisor at Pointer Financial Advi...
Worked as Wealth Advisor
at Canter Wealth (2024-2025)
Email Direct

Explore More

People from Similar Companies in the Finance Industry Located in California, United States

Stone Canyon Industries

5K - 10K Employees

Silicon Valley Bank

5K - 10K Employees

Edelman Financial Engines

1K - 5K Employees

Happen Bank

1K - 5K Employees

Cybersource

501-1,000 Employees

Wedbush

501-1,000 Employees

Frequently Asked Questions Regarding Canter Wealth Employees

How many employees does Canter Wealth have?

Canter Wealth has 1-10 employees

Who are Canter Wealth key employees?

Some of Canter Wealth key employees are Joseph Kalmanovitz, Luke Podbury, Bobby Gahvari, Isaac Dixon

Where is Canter Wealth located?

Canter Wealth’s headquarters are located at 7825 Fay Ave Ste 140, La Jolla, California, 92037, United States

How do I contact Canter Wealth?

Canter Wealth Contact Info: Phone number: (858) 812-7550 Website: www.canterwealth.com

What does Canter Wealth do?

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

Is Canter Wealth a public company?

Canter Wealth is private company therefore does not currently have an official ticker symbol

See more information about Canter Wealth Employees

Get Started with ZoomInfo