Canter Wealth- Financial Advisor La Jolla, CA

Home > Financial Advisor Directory > california > la jolla

About Canter Wealth

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.

Investments create taxes, assets lead to estate plans, and real estate influences all of the above. The question we ask is, shouldnt all the aspects of someones financial health be integrated?

The outcome of our approach is clear integrated efficiencies can lead to lower investment costs, reduced tax burdens, and increased peace of mind.

See Disclosures

General Information

Firm Start Year

2007

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelor of Science - Financial Services

San Diego State University
10/1/2000 -06/01/2004

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://canterwealth.com/disclosure/

https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=658482

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889577/paladinregistry-Canter-Wealth-detailed-disclosure.html

Disclaimer

Canter Strategic Wealth Management, LLC d/b/a Canter Wealth (the Registered Investment Adviser), and Canter Real Estate Group, Canter Development, and Canter Capital are affiliated companies. Persons engaging the services of one affiliate of the Canter Companies should be aware each of the companies is operated separately. Engaging the services of one entity does not entitle any client to the rights and protections of another entity, some of whom are regulated entities subject to different regulatory regimes. Clients should be aware that services provided by one regulated entity will only be provided concerning that entity and are not for services provided by another Canter Company. The protections afforded when doing business with one entity may not necessarily exist when doing business with another affiliated entity

Inquire With Canter

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Canter Wealth