best financial planning firm san diego
Voted Best Financial Planning Firm in San Diego1

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1“San 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. 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.

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.

About Recognition and Awards
Canter Wealth has received awards from various organizations. We are honored to receive these recognitions and deeply appreciate being included. Canter Wealth has a policy to not pay for inclusion in any award list or compensate clients or non-clients for testimonials, however we have had the opportunity to purchase advertising in some publications after receiving the awards. Clients and potential clients should be aware that receipt of any award does not guarantee a particular level of expertise, service, or investment results. It should also not be construed as an endorsement by any current client. All clients and potential clients are encouraged to conduct their own due diligence about the firm prior to and while receiving services from us. Voters may include clients or affiliates of Canter Wealth as well as non-clients, which may present a conflict of interest.

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.