Joe Kalmanovitz, Head of Financial Planning for Canter Wealth, is a 20-year veteran of the wealth management industry. Joe utilizes his experience to deliver innovative financial planning solutions with the aim to help clients minimize tax liability, reduce portfolio risk, and effectively achieve their life goals.
As a Certified Financial Planner™, Joe leverages Canter Wealth’s unique integrated approach to develop customized, comprehensive planning solutions to address various aspects of a client’s financial picture.
Joe graduated from the University of California, Santa Barbara with a degree in Business Economics with an Emphasis in Accounting. Outside of the office, Joe enjoys spending time with his wife, twin daughters and son exploring all the outdoor activities, restaurants, and attractions San Diego has to offer.
20+
years of experience"Do what you have to do until you can do what you want to do."