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Santa Fe - Downtown, New Mexico Office
136 Grant Avenue
Santa Fe, New Mexico 87501
Phone: (505) 988-9555
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David Cantor serves individuals, families, and mission-driven organizations with comprehensive investment and planning guidance. He also provides leadership oversight for EP Wealth’s Downtown Santa Fe office and supports the firm’s sustainable investment initiatives.
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David brings more than 25 years of experience in wealth management and advisory leadership. He has served in executive and principal roles across advisory organizations and holds a Bachelor of Arts in English Language and Literature from the University of Oxford.
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David combines deep market knowledge with a long-term, values-aware perspective. He helps clients align wealth decisions with purpose, sustainability, and thoughtful planning.
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Outside of work, David enjoys hiking, skiing, cooking, and writing about personal finance.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
Do You Have ENOUGH to Retire?
Retirement planning isn’t just about saving enough — it’s about knowing what “enough” really means to you. Shari Greco Reiches shares three powerful questions to help you reflect on your goals, purpose, and future.
To SKI or Not to SKI (Spend Kids' Inheritance)?
Shari Greco Reiches explores what it means to SKI (spend kids’ inheritance), and how to strike the right balance between living for today and planning for tomorrow.
A Gift that Can Grow with Your Children
Help your child or grandchild build smart financial habits early with a Roth IRA. Discover how this meaningful gift can grow over time—and spark lifelong money conversations.
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