Saturdays, May 13 & 20
Sage Creek High School

Jim is a Wealth Advisor for Canter Wealth and acts as a fiduciary focused on helping clients accomplish their financial goals. Prior to joining Canter, Jim worked at three leading financial service firms and advised a wide range of clients including high net worth families and public employees in the Boston school districts. During his time with these firms, Jim became increasingly frustrated by the proprietary solutions and lack of customization at his prior firms. These collective experiences give Jim a unique perspective to help Canter clients going forward. Jim graduated from Suffolk University with a Bachelor of Business Administration in Finance. In his free time, he enjoys travel and now lives in San Diego.

Michael Canzone is a Wealth Manager for Canter Wealth. With over 18 years of experience, Michael brings extensive knowledge to providing customized financial planning for families, corporations, and charitable organizations. Michael began his investment career with Prudential Securities in 1999. In 2005, he joined Fidelity Investments and became Vice President of their Private Client Group through 2011. At that time, Michael transitioned to building his own successful financial planning franchise through Ameriprise Financial. In 2018 Michael joined Canter Wealth. Michael prides himself on building lasting relationships with clients where he can provide quality, long-term advice and a space for open communication. He graduated from San Diego State University in 1997 earning BS degree in Political Science. In May 2003, Michael obtained his CERTIFIED FINANCIAL PLANNER™ certification. When away from the office, Michael enjoys reading, surfing, and spending time with his family.