Canter Wealth
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.
7-day free trial · no credit card
Verified contacts
7
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
128
organic / mo
Sign up free to see all 7 verified contacts at Canter Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- JM
Jim Mellon
Wealth Advisor · Finance & Accounting
EmailPhone - MC
Michael Canzone
Wealth Advisor · Finance & Accounting
EmailPhone - BG
Bobby Gahvari
Managing Partner · General Business & Management
EmailPhone - JK
Joseph Kalmanovitz
CCO, Head of Financial Planning and Portfolio Management · Other
EmailPhone - LF
Landon Flynn
Head of Financial Education · General Business & Management
EmailPhone - LP
Luke Podbury
Wealth Advisor · Finance & Accounting
EmailPhone
Showing 6 of 7 verified contacts
Top roles at Canter Wealth
4 distinct titles indexed · top 4 shown.
- 3wealth advisor
- 1cco, head of financial planning and portfolio management
- 1head of financial education
- 1managing partner
Sign up to unlock all 7 contacts at Canter Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Canter Wealth
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.