Joseph Kalmanovitz

Joseph Kalmanovitz, CFP® is an experienced professional in the financial industry, currently serving as the CCO and Head of Financial Planning and Portfolio Management at Canter Wealth. Previously, Joseph held positions such as Senior Wealth Counselor at Versant Capital Management, Director of Advisory Services and CCO at Stonegate Capital Advisors, and VP Financial Consultant at Charles Schwab. Joseph holds a BA in Business Economics/Accounting from UC Santa Barbara.