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  • About
    • Meet the Team
    • Integrated Asset Management
    • Connect
  • Client Experience
    • Process
    • Investment Ideology
  • Advisor Experience
  • Knowledge Hub
    • Tax & Retirement Edu | Online Class
    • Webcast: How CARES Act Impacts Retirement Planning
    • Webcast: COVID-19 & Your Financial Health
    • Forbes Finance Council
    • Financial eGuides
    • Blog
  • Log In
  • Schedule Virtual Meeting
 

min jo OPERATIONS MANAGER MIN JO 858.812.7550
[email protected] Min Jo, Operations Manager for Canter Wealth, is a veteran in the financial and real estate industry, bringing over twenty years of experience to the team. Min goes above and beyond to create a positive experience for clients and supports advisors with all operational tasks, including account openings, rollovers, money transfers, investment funding, and tax reporting.

Min attended Loyola University in Maryland, where she earned a bachelor's degree in International Business and Marketing. Prior to joining Canter Wealth, she worked as a Financial Analyst and as a Real Estate Agent. Her financial and real estate background, combined with her keen organizational and interpersonal skills, make her a valuable asset to our firm.

Min is a lifelong learner who is continually seeking new ways to serve our clients better and add value to their lives. In her spare time, she enjoys traveling and spending time with her family.

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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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