Canter Wealth (CW) is a division of Canter Companies, innovators in a financial services category that puts real estate and wealth management under one roof. An elegant idea that is surprisingly rare in execution.
The goal is simple; improve financial outcomes through a coordinated approach. The results? Integrated asset management, a bespoke client experience that places you at the center of integration.
Today, CW has revolutionized this idea beyond your finances and real estate investments. Our team of Certified Financial PlannersTM lead their planning with a focus on tax mitigation, how to avoid outliving your assets in retirement, leaving a lasting legacy, and protecting yourself against potential risks, including inflation.
We partner with CPAs, Estate Planning Attorneys, and other professionals to provide you with a holistic financial plan that's custom for you.
Life Is Always Changing
Your Financial Plan Should Keep Up
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As your goals, family, and circumstances evolve, it’s essential to have a financial strategy that adapts with you. We’re here to help you navigate life’s major milestones with confidence.
We specialize in helping clients plan through life’s key milestones, including:
Recent Accolades
Best Financial Planner
San Diego Magazine 2025 Readers' Choice Awards
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Best Wealth Management
San Diego Magazine 2025 Readers' Choice Awards
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Best Financial Advisory Firms
USA Today 2025 Ranking in Cooperation with Statista
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America's Top Registered Investment Advisors
Financial Advisor Magazine
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Best Financial Planing Firm
San Diego Union Tribune 2024 Reader's Choice Awards
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View footer for important disclosures and methodologies
When it comes to your financial health, our advisors make decisions that originate from your personal goals, not from commissions or sales quotas...
Traditional Way
Product Provider
Offers incentive for salesperson to pitch their products
Salesperson
Recommends investments pitched by product provider that may or may not increase
Client
You end up with advice that's just suitable for your needs, but not necessarily in your best interest
Our Way
Client
Your financial advisor starts with you and your goals
Financial Advisor
Certified Financial PlannerTM provides recommendations that he or she believes are in your best interest
Investment Solutions
You end up with a dynamic financial plan and investment management solutions that improve your odds of success
Why We Do What We Do...
CERTIFIED FINANCIAL PLANNERSTM
Meet Your San Diego Wealth Advisors
Looking for expert financial guidance in San Diego? You’ll find a diverse and highly credentialed team of Certified Financial PlannersTM and wealth advisors ready to support your financial journey. Here’s a quick introduction to the experienced professionals serving the San Diego community:
Aiden Cox, CFP®, CSRIC®
Babak Gahvari, CFP®, AIF®
Jim Mellon, CFP®
Joseph Kalmanovitz, CFP®
Michael Canzone, CFP®
Luke Podbury, CFP®, CRPC®
A Personalized Approach to Your Financial Future
Comprehensive Wealth Management
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Our commitment is to put your interests first, helping you navigate your financial future with clarity and confidence. As part of our planning process, we offer a full suite of in-house wealth management services, including:
For business owners and entrepreneurs, we extend our expertise to:
Featured on:
Disclosures:
Use of these logos should not be construed as a sign of affiliation with or endorsement by the logos’ owners.
Financial Advisor Magazine Ranking:
*2024 AUM data is as of February 2025. The data was compiled by Financial Advisor magazine through the information provided to us by the firms that completed and submitted a survey. FA‘s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA‘s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA‘s survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients.
San Diego Magazine Ranking:
San Diego Magazine, “Best of San Diego 2025: Reader’s Picks – Financial Planning + Wealth Management”. Voting: Feb 21 – March 24, 2024, Awarded August, 2025. 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.
USA Today Best Financial Advisory Firms:
USA 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 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.
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, job promotion, license, membership in any professional organization, or any amount of prior experience or success should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Canter Wealth is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology below). Unless expressly indicated to the contrary, Canter Wealth did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Canter Wealth by any of its clients.