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Jerry  Kanter

Jerry Kanter

Financial Advisor

Jerry graduated from Arizona State University (Marketing/Finance). He started his career in financial services with The Equitable Life Assurance Society (Chicago) in 1978. He then became a partner of Enterprise Planning/EOI Service Company in 1980. Shortly after opening the California office, he sold his partnership interest and founded Advanced Benefit Systems in 1989. Jerry’s passion is helping clients organize and protect their financial holdings with an emphasis on risk management and estate planning. Lynn and Jerry have two adult children and two grandchildren. They have lived in Laguna Niguel California for over 37 years. Jerry enjoys mountain biking. golf, and daily workouts at the local gym.