About
Client Experience
Advisor Experience
- Partner w/ Canter
- Succession Planning
Knowledge Hub
Login
Schedule Meeting

About
Client Experience
Advisor Experience
- Partner w/ Canter
- Succession Planning
Knowledge Hub
Login
Schedule Meeting

Category Archive

Below you'll find a list of all posts that have been categorized as “Personal Finance”

making
the complex
simple.

Measuring the Value of a Financial Advisor

December 4, 2019

End-of-the-Year Money Moves

October 30, 2019

The SECURE Act and Traditional IRA Changes

Here’s the Prescription: How to Improve Your Financial Health

Total Cost of Ownership

January 7, 2019

2018 End-of-the-Year Money Moves .

November 9, 2018

Debunking a Few Popular Retirement Myths

October 9, 2018

Sailing with the Tides: Planning Your Investment Journey

/

/

/

/

/

/

Personal Finance

/

/

/

/

/

/

Voted Best Financial Planning Firm in San Diego¹

Learn

Tax & Retirement Education Classes
Personal Finance Webcasts
Financial eGuides
Forbes Finance Council
Advisor Insights | Personal Finance Blog

Client Experience

About Us
Services
Financial Planning Process
Integrated Asset Management
Investment Ideology
Reviews

Client Portals

Investment Portal
Financial Plan Portal
Schwab

Advisor Experience

Advisor Succession Planning
Join Canter Wealth

Legal

ADV Part 2A
Form CRS
Privacy Policy
Terms of Use
Disclosures

Schedule Meeting

(858) 812-7550 info@canterwealth.com

<img decoding="async" src="https://seal-central-northern-western-arizona.bbb.org/seals/blue-seal-293-61-whitetxt-bbb-171996200.png" style="border: 0;" alt="Canter Wealth BBB Business Review" />

Schedule Meeting

(858) 812-7550 info@canterwealth.com

(858) 812-7550
info@canterwealth.com

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

¹San Diego Magazine, “Best of San Diego 2024: Reader’s Picks – Financial Planning”. Nominations: March 11 – 24, 2024, Voting: March 25 – April 14, 2024, Awarded June, 2024 & Voting Window April 18-May 8, Awarded July 21, 2023. 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.

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.

Voters may include clients or affiliates of Canter Wealth as well as non-clients, which may present a conflict of interest. Canter Wealth does not pay any compensation, directly or indirectly, for awards or recognitions. Awards and recognitions should not be considered indicative of Canter Wealth’s performance, nor are they meant to represent any particular client’s experience.

Canter Wealth was ranked in La Jolla Light's 2022 Best of La Jolla Reader's Poll for best financial planner in La Jolla. The list includes "best businesses whose excellent efforts make La Jolla one of the most wonderful places on the planet in which to live, work and play."

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.

Canter Wealth is an SEC-registered investment adviser whose principal place of business is in the state of California. SEC registration does not imply a certain level of skill or training. For additional information about Canter Wealth, including fees and services, please contact Canter Wealth or refer to the Investment Adviser Public Disclosure website (adviserinfo.sec.gov). Portfolio performance is not a criterion due to varying client objectives and lack of audited data. There is no fee in exchange for rankings. A client or prospective client should not construe recognitions as a guarantee that they will experience a certain level of results should they choose Canter Wealth to provide investment advisory services, nor should it be construed as a current or past endorsement of Canter Wealth. Canter Wealth has not made any payment for or in anticipation of any recognitions.

This material does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Canter Wealth or consult with the professional advisor of their choosing.

The testimonials/endorsements about Canter Wealth have been given by clients and prospects of Canter Wealth. No compensation was given in exchange for the testimonial/endorsement. Due to Canter Wealth's relationship with the testimonial/endorsement provider, material conflicts of interest may arise, as some class attendees have engaged Canter Wealth for additional fee-based advisory services.

Click here for other important disclosures

Copyright © Canter Wealth All Rights Reserved