Babak Gahvari brings over seventeen years of wealth management expertise to the Canter team. Prior to joining Canter Wealth, Babak worked for Dimensional Fund Advisors, one of the largest asset managers in the country.1
Babak has an extensive background in capital market research, regression analysis, and multi-factor based portfolio theory. In his role at Dimensional, Babak spent his time consulting with investment advisors in the Northeast, overseeing nearly $4 billion in client assets. Babak also spent nearly four years as a Director for one of the fastest-growing financial planning firms in the country. During his tenure as a financial planner, Babak collaborated with individual clients on comprehensive retirement planning, with a focus on tax mitigation strategies and portfolio construction. Babak is a Certified Financial PlannerTM as well as an Accredited Investment Fiduciary.
Babak graduated from the University of California, Irvine with a Bachelor of Political Science. He graduated cum laude in addition to Departmental Honors for his senior thesis. In his free time, he enjoys hiking, playing soccer, and is an avid fan of art, architecture, and cosmology.
1 Pensions & Investments. “The world’s largest money managers”
17+
years of experienceFORBES
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