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

Financial Check-up

Regular financial check-ups are key for keeping your goals on track. Our complimentary review will help you identify strengths, uncover potential risks, and set clear, actionable goals for your financial future.

Click here if you prefer to schedule a brief intro call.

Placeholder Image
Placeholder Image
Placeholder Image
Placeholder Image
Financial Planning

Services

Retirement
Investing
Tax Strategy
Real Estate
Estate Planning
Risk Management
Saving
Healthcare
Business Planning
Private Equity Exits
Planning Portal
Canter La Jolla
Schedule an in-person or virtual meeting with a CERTIFIED FINANCIAL PLANNERTM.
Schedule Meeting

Don't Just Take Our Word for it...

Request More Info

Get Started

Featured on:

forbes
business insider
bloomberg
Image
Image
Image
Image
Image
best financial planner la jolla
best financial planning firm san diego
Image

Disclosures:

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.

Reviews
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.