Wedbush is dedicated to securing your interests, strengthening your vision, and helping clients achieve financial success while focusing on client service and financial safety, innovation, and the utilization of advanced technology. Learn more about Wedbush by exploring some of the building blocks that define who we are.
When it comes to business continuity and financial stability, Wedbush is safe and secure. We’ve been around since 1955, and we just keep getting stronger. With memberships on all major stock exchanges in the United States including the New York Stock Exchange (NYSE), NASDAQ, NYSE ARCA, and BATS, Wedbush also has the capability to execute on most international exchanges.
ADVISOR PROFILE - TIMOTHY CANTY
Timothy Canty serves as Vice President, Investments in our San Diego office.
With over 32 years of experience in the Finance industry, Tim previously
worked as a Financial Advisor at Wells Fargo Advisors. In 1998, he founded
his own firm, Emerald Bay Financial, which utilized predictive analytics to
make informed decisions on purchasing distressed mortgages and notes
from banks and hedge funds.
Tim was originally attracted to work in Finance because he saw it as an
opportunity to help people from all walks of life in obtaining their dreams and
goals through proper planning. He uses tools that allow him to build sensible
plans which take giant obstacles typically discovered through the planning
process, and break them down into realistic and manageable goals. Tim’s
patience and understanding has helped break down many mountains for
his clients into actionable and achievable steps.
Tim’s ideal client is a business owner or executive who can benefit from
his experience in optimizing their firm’s retirement plan as well as building a
personal plan to meet their own family’s goals. By offering efficient, objective,
and unbiased advice and solutions, he is able to approach investing and
planning as a holistic process to navigate clients through complicated
challenges. As a Certified Plan Fiduciary Advisor (CPFA), he is able to provide
addition insight into traditional retirement plans, such as a 401(k) or 403(b),
as well as more advanced retirement and business planning, thus providing
the opportunity for the business to plan for and grow to accommodate the
needs of future generations.
Originally from Oakland, CA, Tim has lived in Rancho Santa Fe for 20 years
with his wife and their twin teenage daughters. Tim attended the University
of California, Davis and studied Agricultural Economics.
» Holds his Series 7 and 66 licenses
» CA Insurance Lic. #0I68867
» Certified Plan Fiduciary Advisor (CPFA) since 201