Canter Wealth

Aiden Cox is a CFP® with four years of industry experience, currently serving as a financial advisor at Canter Wealth. His prior roles include positions at Northwestern Mutual Investment Services LLC and RSM US LLP, as well as service at Marine Corps Headquarters. Canter Wealth is an SEC-registered advisory team serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan services. The firm employs a factor-based, low-cost, tax-efficient investment approach using globally diversified portfolios primarily composed of ETFs and mutual funds.

James Mellon is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Canter Wealth since 2018. He previously worked at TD Ameritrade from 2016 to 2018. Mellon holds Series 63 and Series 66 licenses. Canter Wealth is an SEC-registered advisory firm that serves individual clients, including high-net-worth households, offering discretionary portfolio management, financial planning, and retirement plan services. The firm employs a factor-based, low-cost, tax-efficient investment approach focused on globally diversified portfolios primarily implemented with ETFs and mutual funds.

Babak Gahvari is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Canter Wealth since 2017. Prior to joining Canter Wealth, he worked at Pure Financial Advisors, Inc. from 2014 to 2017. Canter Wealth is an SEC-registered advisory firm that serves individual clients, including high-net-worth households, providing discretionary portfolio management, financial planning, and ERISA/retirement plan services. The firm emphasizes factor-based, low-cost, tax-efficient, globally diversified portfolios primarily using ETFs and mutual funds, guided by modern portfolio theory and supported by an internal investment committee.

Luke Podbury is a financial advisor at Canter Wealth with nine years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Capital One Investing, The Retirement Group, FSC Securities Corporation, and Spire Securities. Canter Wealth is an SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and ERISA/retirement plan services. The firm employs a factor-based, low-cost, tax-efficient, and globally diversified investment approach primarily using ETFs and mutual funds, supported by an internal investment committee and operational tools such as a held-away account platform and limited AI.

Joseph Kalmanovitz is a CFP® professional with 22 years of experience in the financial industry. He has been with Canter Wealth since 2018 and previously worked at Versant Capital Management, Inc and Stonegate Capital Advisors, LLC. Canter Wealth is an SEC-registered advisory firm serving individual clients, including high-net-worth households, with discretionary portfolio management, financial planning, and ERISA/retirement plan services. The firm emphasizes factor-based, low-cost, tax-efficient, globally diversified portfolios primarily implemented with ETFs and mutual funds, guided by modern portfolio theory and an internal investment committee.

Andrew Canter is a financial advisor at Canter Wealth with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Canter Strategic Wealth Management and Canter Companies since 2006. Outside of his advisory role, he is the owner of The Canter Group, Inc., which operates a range of real estate businesses including brokerage, development, and private equity transactions, and he is a licensed real estate broker in California. Canter Wealth is an SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement plan services. The firm utilizes a factor-based, low-cost, tax-efficient, globally diversified investment approach primarily using ETFs and mutual funds, supplemented by ESG screening and regular portfolio rebalancing.

Michael Canzone is a CFP® with 26 years of experience in the financial services industry. He has worked at Canter Wealth since 2018 and previously held roles at Nautilus Advisors LLC and Ameriprise Financial Services, Inc. Canzone holds Series 63 and Series 65 licenses. Canter Wealth is an SEC-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and ERISA/retirement plan services. The firm manages approximately $303 million in assets using factor-based, low-cost, tax-efficient, globally diversified portfolios primarily implemented with ETFs and mutual funds.