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Joseph Kalmanovitz

CCO, Head of Financial Planning and Portfolio Management

Canter Wealth

United States, California, San Diego County

About Me

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

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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

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