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Babak Gahvari

Canter Wealth

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About Babak Gahvari

Babak Gahvari is a financial advisor with Canter Wealth. Babak has been in the industry for over 15 years and is registered in both California and Texas. Babak's previous experience includes working at DFA Securities LLC. Babak holds the Series 7 and Series 63 licenses and is a Certified Financial Planner. Babak specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. Babak works with both high-net-worth individuals and individuals other than high-net-worth.

Firm Information

Babak Gahvari is currently registered with Canter Wealth. Canter Wealth is an investment advisory firm based in La Jolla, CA. They provide financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and charitable organizations. Canter Wealth manages approximately $302,045,491 in assets for 310 clients.
Canter Wealth

7825 FAY AVENUE

LA JOLLA, CA 92037

$302.05M

Assets Under Management

2

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Educational seminars

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Babak Gahvari’s Registration & Firm History

CA

01/10/2022 - Present

Canter Wealth (LA JOLLA CA)

CA

02/13/2007 - 01/28/2014

DFA SECURITIES LLC (SANTA MONICA CA)

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Licenses & Designations

BC

Issued 09/07/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/12/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Babak Gahvari.
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