Wealth Manager specializing in investment management and financial planning for high net worth individuals and small/medium size businesses and non-profits. CERTIFIED FINANCIAL PLANNER professional. Currently hold FINRA Series 7 & 66 licenses, AZ Life & Health Insurance licenses, Chartered Mutual Fund Counselor and Chartered Retirement Plans Specialist designations from the College for Financial Planning. BA from University of California, Santa Barbara in Business Economics/Accounting. Highly experienced advising high net worth executives in the fields of investment management, private equity, alternative investments, estate, tax and retirement planning, corporate benefits/pension
Joseph Kalmanovitz
CCO, Head of Financial Planning and Portfolio Management
Canter Wealth
United States, California, San Diego County
About Me
Profile Information
CCO, Head of Financial Planning and Portfolio Management
Canter Wealth
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
San Diego County
California
United States
Aug 9, 2025
More profiles to browse
Michael Canzone
Wealth Advisor
Luke Podbury
Wealth Advisor
Isaac Dixon
Partner
Mike Bernier
Senior Wealth Advisor
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation