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  • About
    • Meet the Team
    • Integrated Asset Management
    • Connect
  • Client Experience
    • Process
    • Investment Ideology
  • Advisor Experience
  • Knowledge Hub
    • Retirement Classes
    • Personal Finance Webcasts
    • Forbes Articles by Canter Wealth
    • Financial eGuides
    • Blog
  • Client Portals
    • Investment Portal
    • Financial Plan Portal
    • TD Ameritrade
  • Schedule Meeting
 

Slide HEAD OF FINANCIAL PLANNING Joseph Kalmanovitz, CFP® 858.812.7549
[email protected] Joe Kalmanovitz, Head of Financial Planning for Canter Wealth, is a 20-year veteran of the wealth management industry. Joe utilizes his experience to deliver innovative financial planning solutions with the aim to help clients minimize tax liability, reduce portfolio risk, and effectively achieve their life goals.

As a CERTIFIED FINANCIAL PLANNER ™, Joe leverages Canter Wealth’s unique integrated approach to develop customized, comprehensive planning solutions to address various aspects of a client’s financial picture.

Joe graduated from the University of California, Santa Barbara with a degree in Business Economics with an Emphasis in Accounting. Outside of the office, Joe enjoys spending time with his wife, twin daughters and son exploring all the outdoor activities, restaurants, and attractions San Diego has to offer.
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Investment advisory services are offered through Canter Wealth, a Registered Investment Adviser


T | 858.812.7550 E | [email protected]

Canter Wealth is a division of CANTER COMPANIES

CANTER REAL ESTATE GROUP / CANTER DEVELOPMENT



  Canter Wealth BBB Business Review
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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