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  • Client Experience
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    • Tax & Retirement Edu | Online Class
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babak gahvari MANAGING PARTNER Babak Gahvari, CFP®, AIF® 858.812.7550
[email protected] Babak (Bobby) Gahvari brings over ten years of wealth management expertise to the Canter team. Prior to joining Canter Strategic Wealth Management, Babak worked for Dimensional Fund Advisors, one of the largest asset managers in the world.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 $4BB in client assets. Babak also spent nearly 4 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"

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


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Canter Wealth is a division of CANTER COMPANIES

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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


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