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2025 Year-End Financial Planning FAQs: Tax, Retirement, and Investment Strategies

mmoreira December 19, 2025

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Investment advisory services are offered through Canter Wealth, a Registered Investment Adviser

¹USA Today Methodology: Each year USA Today Partners with Statista to rank the top 500 registered investment advisory firms (RIAs) in the country, after evaluating over 30,000. The rankings are based on the growth of the firms’ assets under management (AUM) over the short term (1 year) and long term (5 years), as well as the number of recommendations they received from clients and peers. The 2025 USA Today Best Financial Advisory Firms list was published 4.23.25. Recommendations were collected through a survey of 30,000 individuals.

San Diego Magazine, “Best of San Diego 2025: Reader’s Picks – Financial Planning & Wealth Management”. Nominations: January 1-31, 2025, Voting: February 21 – March 24, 2025, Awarded August, 2025. & March 25 – April 14, 2024, Awarded June, 2024. & Voting Window April 18-May 8, Awarded July 21, 2023. This was a readers’ choice award where the public nominated financial planning firms then the winners went through the next voting round for final votes.

San Diego Union-Tribune, “San Diego’s Best U-T Readers Poll.” Nomination period Sunday, March 3, 2024, at 12:00am through Tuesday, April 2, 2024, at 11:59 pm PT. Voting window from Monday, April 15, 2024, at 12:00 am PT through Tuesday, May 14, 2024, at 11:59 pm PT. Winners are revealed in the SD Best special section publishing online and in print on Sunday, July 28, 2024 . Results represent the total votes received.

Voters may include clients or affiliates of Canter Wealth as well as non-clients, which may present a conflict of interest. Canter Wealth does not pay any compensation, directly or indirectly, for awards or recognitions. Awards and recognitions should not be considered indicative of Canter Wealth’s performance, nor are they meant to represent any particular client’s experience.

Canter Wealth was ranked in La Jolla Light's 2022 Best of La Jolla Reader's Poll for best financial planner in La Jolla. The list includes "best businesses whose excellent efforts make La Jolla one of the most wonderful places on the planet in which to live, work and play."

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.

Canter Wealth is an SEC-registered investment adviser whose principal place of business is in the state of California. SEC registration does not imply a certain level of skill or training. For additional information about Canter Wealth, including fees and services, please contact Canter Wealth or refer to the Investment Adviser Public Disclosure website (adviserinfo.sec.gov). Portfolio performance is not a criterion due to varying client objectives and lack of audited data. There is no fee in exchange for rankings. A client or prospective client should not construe recognitions as a guarantee that they will experience a certain level of results should they choose Canter Wealth to provide investment advisory services, nor should it be construed as a current or past endorsement of Canter Wealth. Canter Wealth has not made any payment for or in anticipation of any recognitions.

This material does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Canter Wealth or consult with the professional advisor of their choosing.

The testimonials/endorsements about Canter Wealth have been given by clients and prospects of Canter Wealth. No compensation was given in exchange for the testimonial/endorsement. Due to Canter Wealth's relationship with the testimonial/endorsement provider, material conflicts of interest may arise, as some class attendees have engaged Canter Wealth for additional fee-based advisory services.

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