Joseph Kalmanovitz, Cfp®

Joseph Kalmanovitz, Cfp® Email and Phone Number

CCO, Head of Financial Planning and Portfolio Management at Canter Wealth @ Canter Wealth
Joseph Kalmanovitz, Cfp®'s Location
San Diego County, California, United States, United States
Joseph Kalmanovitz, Cfp®'s Contact Details

Joseph Kalmanovitz, Cfp® work email

Joseph Kalmanovitz, Cfp® personal email

About Joseph Kalmanovitz, Cfp®

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/pensions, and insurance.

Joseph Kalmanovitz, Cfp®'s Current Company Details
Canter Wealth

Canter Wealth

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CCO, Head of Financial Planning and Portfolio Management at Canter Wealth
Joseph Kalmanovitz, Cfp® Work Experience Details
  • Canter Wealth
    Cco, Head Of Financial Planning And Portfolio Management
    Canter Wealth Nov 2018 - Present
    La Jolla, Ca, Us
    View
  • Versant Capital Management, Inc.
    Senior Wealth Counselor
    Versant Capital Management, Inc. Sep 2017 - Present
    Phoenix, Arizona, Us
    View
  • Stonegate Capital Advisors
    Director Of Advisory Services, Cco
    Stonegate Capital Advisors Jul 2014 - Sep 2017
    View
  • Stonegate Capital Advisors
    Wealth Manager
    Stonegate Capital Advisors Apr 2013 - Jun 2014
    View
  • Charles Schwab
    Vp, Financial Consultant
    Charles Schwab Jun 2005 - Jan 2013
    Westlake, Texas, Us
    View

Joseph Kalmanovitz, Cfp® Skills

Retirement Planning Investment Management Alternative Investments Retirement Fixed Annuities Financial Advisory High Net Worth Individuals Series 7 Investment Advisory Estate Tax Planning Wealth Management Asset Allocation Mutual Funds Securities Investments Iras Strategic Financial Planning Asset Management Portfolio Management Fixed Income Investment Strategies Etfs Income Protection Separately Managed Accounts Series 63 Series 65 Certified Financial Planner Registered Investment Advisor Financial Planning Financial Services Wealth Insurance Equities Management

Joseph Kalmanovitz, Cfp® Education Details

  • Uc Santa Barbara
    Uc Santa Barbara
    Business Economics/Accounting

Frequently Asked Questions about Joseph Kalmanovitz, Cfp®

What company does Joseph Kalmanovitz, Cfp® work for?

Joseph Kalmanovitz, Cfp® works for Canter Wealth

What is Joseph Kalmanovitz, Cfp®'s role at the current company?

Joseph Kalmanovitz, Cfp®'s current role is CCO, Head of Financial Planning and Portfolio Management at Canter Wealth.

What is Joseph Kalmanovitz, Cfp®'s email address?

Joseph Kalmanovitz, Cfp®'s email address is jk****@****ail.com

What schools did Joseph Kalmanovitz, Cfp® attend?

Joseph Kalmanovitz, Cfp® attended Uc Santa Barbara.

What skills is Joseph Kalmanovitz, Cfp® known for?

Joseph Kalmanovitz, Cfp® has skills like Retirement Planning, Investment Management, Alternative Investments, Retirement, Fixed Annuities, Financial Advisory, High Net Worth Individuals, Series 7, Investment Advisory, Estate Tax Planning, Wealth Management, Asset Allocation.

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