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Slide San Diego Instructor aiden cox Aiden Cox CFP®, CSRIC® Aiden Cox serves as a Wealth Manager at Canter Wealth, leveraging his passion for assisting others and his commitment to lifelong learning within the financial services industry. Dedicated to meeting the evolving needs of his clients, Aiden earned his CERTIFIED FINANCIAL PLANNER™ designation, specializing in investment, estate, and tax planning.

Additionally, Aiden holds the Chartered Sustainable Investment Counselor credential, catering to clients interested in aligning their investments with their values.

Before transitioning to wealth management, Aiden spent five years in the United States Marine Corps, where he served as an Intelligence Analyst and Marine Security Guard across various embassies and consulates worldwide. He earned a bachelor’s degree with a focus on finance from Northeastern University in Boston.

While originally from Salt Lake City, UT, Aiden has made San Diego his home for the past decade, balancing time between the two states to be close to family. Outside of work, he enjoys traveling, scuba diving, and exploring diverse cuisines. View Class Schedule

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Tax & Retirement Education

  • About
    • About the Class
    • Instructors
    • FAQs
    • Contact
  • Course Overview
  • Who Should Attend
  • Class Reviews
Class Schedule
tax & retirement education
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Disclosures: This presentation should not be used as a basis for legal, accounting and/or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. The materials are provided for informational purposes only. The strategies and investments discussed during the presentation may not be suitable for all investors. Exposure to ideas and financial vehicles discussed should not be considered investment advice or recommendation to buy or sell any financial vehicle. The materials are provided for informational purposes only and should not be used or construed as an offer to sell or a solicitation of an offer to buy any security. Past performance is not indicative of future results. Investments will fluctuate and when redeemed may be worth more than or less than when originally invested.

Investment advisory services are offered through Canter Wealth, a Registered Investment Adviser. T | 858.812.7550 E | [email protected]

Canter Strategic Wealth Management, LLC d/b/a Canter Wealth (the Registered Investment Adviser), and Canter Real Estate Group, Canter Development, and Canter Capital are affiliated companies. Persons engaging the services of one affiliate of the Canter Companies should be aware each of the companies is operated separately. Engaging the services of one entity does not entitle any client to the rights and protections of another entity, some of whom are regulated entities subject to different regulatory regimes. Clients should be aware that services provided by one regulated entity will only be provided concerning that entity and are not for services provided by another Canter Company. The protections afforded when doing business with one entity may not necessarily exist when doing business with another affiliated entity.

The testimonials/endorsements about the class have been given by attendees of general retirement planning education courses provided by Canter Wealth. No compensation was given in exchange for the testimonial/endorsement. Due to Canter Wealth's relationship with the testimonial/endorsement provider, material conflicts of interest may arise, as some class attendees have engaged Canter Wealth for additional fee-based advisory services.

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