Babak Gahvari, Managing Director San Diego

MANAGING DIRECTOR

Babak Gahvari, CFP®, AIF®

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 PLANNER^TM 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"