?? CONGRATULATIONS! ?? We're thrilled to announce that Canter Wealth has been ranked as one of Financial Advisor Magazine’s 2024 America's Top RIAs! ?? This recognition highlights our commitment to excellence and dedication to our clients. A huge thank you to our incredible team and loyal clients for making this achievement possible.
关于我们
Canter Wealth was born out of the need for integration within the wealth management industry. Your financial story has many moving parts, what matters most is that they all work together on the same mission: to help you achieve your life goals.
- 网站
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https://canterwealth.com
Canter Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- La Jolla，CA
- 类型
- 私人持股
- 创立
- 2016
- 领域
- Individual Wealth Planning、Institutional Wealth Management、Wealth Strategy Advising和Financial Services
地点
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主要
获取路线
7825 Fay Ave.
140
US，CA，La Jolla，92037
Canter Wealth员工
动态
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In our latest video, one of our advisors dives into an intriguing question: What impact does a 4-year presidential cycle have on the stock market? Understanding the interplay between political cycles and market trends is crucial for making informed investment decisions. Our advisor shares valuable perspectives on historical patterns, potential market reactions, and strategies to navigate this complex landscape. Tune in to gain insights that could help shape your investment approach!
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We’re thrilled to have been named the best Financial Planning Firm in San Diego for the second year in a row in?San Diego Magazine's "Best of San Diego 2024: Reader’s Picks"??? A huge thank you to our Canter Wealth community for your continued support and voting us on top once again! We're passionate about what we do, and it's a privilege to help our clients reach their financial goals. Learn more at: https://lnkd.in/gST4M3_j
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We’re thrilled to have been named the best Financial Planning Firm in San Diego for the second year in a row in?San Diego Magazine's "Best of San Diego 2024: Reader’s Picks"??? A huge thank you to our Canter Wealth community for your continued support and voting us on top once again! We're passionate about what we do, and it's a privilege to help our clients reach their financial goals. Learn more at: https://lnkd.in/gST4M3_j