Corporate TeamMeet the Team San Diego HeadquartersCorporate TeamCERTIFIED FINANCIAL PLANNERSTMAdvisory TeamSchedule MeetingAdvisory TeamJaron BeachWealth AdvisorCFP®Michael CanzoneSenior Wealth AdvisorCFP®Aiden CoxWealth AdvisorCFP®, CSRIC®Landon FlynnHead of Financial Education.Min JoDirector of Operations.Joseph KalmanovitzHead of Financial PlanningCFP®Jim MellonSenior Wealth AdvisorCFP®Luke PodburyWealth AdvisorCFP®, CRPC®Corporate TeamAndrew CanterPrincipal.Babak GahvariManaging PartnerCFP®, AIF®Megan CostiganPartner | Chief Marketing OfficerCanter CompaniesKim StasikControllerCanter CompaniesTrisha StoneGeneral CounselCanter Companies
