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Joe C

Series 63, Series 65

Fort Lauderdale, FL

Cantu Tactical Wealth Management, Inc.

Joe Cantu is a financial advisor with Cantu Tactical Wealth Management, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with the firm, formerly known as Cantu Pension, since 2012. Outside of his advisory role, Joe serves as a boat captain on weekends and is a licensed insurance agent in Florida. Cantu Tactical Wealth Management serves individual investors, trusts, small businesses, and retirement plans through fee-only portfolio management, retirement planning, plan consulting, and investment education. The firm employs a Global Tactical Asset Allocation approach with a momentum-driven methodology, focusing on non-high-net-worth clients and combining separately managed accounts with retirement plan services.

Active portfolio management Real estate investing Private / alternative investments Retirement income strategy Retired
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