Call Us: (619) 546-0973


Your Financial To-Do List 8 Essentials to consider yearly Managing your finances can be an overwhelming task, but is critical when it comes to maintaining your financial health.  As your life evolves, so does the extent to which you need to keep track of your financial health. In an effort toRead More
The Brexit Shakes Global Markets  A worldwide selloff occurs after the United Kingdom votes to leave the European Union. A wave of anxiety hit Wall Street Friday morning. Thursday night, the United Kingdom elected to become the first nation state to leave the European Union. The “Brexit” can potentially beRead More
Anyone who has an estate should consider creating an estate plan. Beyond a will which states what you would like to have happen with your assets, an estate plan organizes and provides what is necessary to actually make those things happen. 
What is included in my estate? Yes. Your estateRead More
How To Make Your Move As Effortless As Possible The act of relocating can entail numerous moving parts (literally) and an extended checklist. In hopes of alleviating some of your stress leading up to moving day, we have prepared this simple guide to get you ready two months out! TacklingRead More
Stock Options Explained Canter Wealth is teaming up with TriVant Custom Portfolio Group to deliver a series of informative documents and  blog posts to lay out the fundamentals of stock option agreements and how best to take advantage of them! Download the full webinar here Here, we dissect the Grant Sheet. AnRead More
Stock Options Explained What kind of stock option are you being offered and how does that have an effect on your taxes? It is likely you are confronted with a Non-Qualified Stock Option (NQO) if you are an employee or an incentive stock option (ISO) if you are an executive.Read More
Stock Options Explained Whether you hold non-qualified stock options (NQOs) or incentive stock options (ISOs), BEWARE! There are unfavorable outcomes caused by one or both of the following: The stock price goes down after your stock options are exercised (NQOs and ISOs) You do not consider Alternative Minimum Tax (AMT)Read More
5 Questions To Ask Your Employer About Your Stock Options Plan 
Our best advice when deciphering your stock options plan? Go straight to the source! In order to make an informed decision about your options, you need to go into a meeting with your employer armed with the right questions.Read More
Introducing the “Stock Options Explained” Series… Download the full webinar here Employee stock options can be complicated and confusing but it is so important to understand what you are being offered, and what comes with agreeing to their terms. Over the next couple of months Canter Wealth is teaming upRead More
You did it, the hard part is over. After all of the open houses, home repairs and negotiations you have finally sold your home, congratulations! Unfortunately the work doesn’t stop now that escrow has closed. Keeping in touch with those closest to you, performing some due diligence and exercising strategicRead More


655 West Broadway, Suite 1650
San Diego, CA 92101
T: 619.546.0973
California BRE# 01927052
Broker: Andrew Canter

Bird Rock

5623 La Jolla Blvd
La Jolla, CA 92037
T: 858.729.9943
F: 858.729.9942

La Jolla

7825 Fay Avenue
La Jolla, CA 92037
T: 858.454.2238
F: 858.454.2239


90 North Coast Highway 101, #211
Encinitas, CA 92024
T: 760.230.1513