Callan Capital
Finance · California, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
1250 Prospect St Ste 1, La Jolla, Califo...Phone Number
(866) 912-4888Website
www.callancapital.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
3
2
2
1
About Callan Capital
Callan Capital, with offices in San Diego, CA and Austin, TX, is an integrated wealth management firm that offers financial planning and asset management services for affluent families, executives, and entrepreneurs. Callan Capital's suite of services include financial planning, asset management, executive benefit planning, retirement planning, risk management, tax minimization, estate and trust planning and philanthropic planning. Callan Capital provides clarity, direction and discipline to financial choices clients make every day.Explore more
Callan Capital Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Callan Capital your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check out if Callan Capital is spiking on competitors!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Product Launch: Get notified when Callan Capital launches new products
Callan Capital, which may be a good buyer, showed buying intent in Masked Content Topic
Earning: See what the market has to say on Callan Capital recently announced quarterly report
Click to see if Callan Capital had a recent Job posting/layoffs
Website visits: Recent activity has been detected on your website
Funding: Get notified immidiatlly once Callan Capital has new funding data
Check if Callan Capital has recently received funding, and reach out quickly before it becomes old news!
Congratulate Masked Content for being promoted to Masked Content at Callan Capital
Recommended Actions
Find VP level buyers at Callan Capital
Find 3 more new buyers
Compare Similar Companies to Callan Capital
Compare insights from companies similar to Callan Capital, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Callan Capital is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Callan Capital is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Callan Capital.
Callan Capital financials insights
Gather financial insights about Callan Capital, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Callan Capital Tech Stack
A closer look at the technologies used by Callan Capital
See more technologies
Callan Capital News & Media
Callan Capital Welcomes Joan Koss, MBA, CFP®, ChFC®, FSCP®
LA JOLLA, Calif. & AUSTIN, Texas--(BUSINESS WIRE)--Wealth management firm, Callan Capital is thrilled to announce that Joan Koss, MBA, CFP®, ChFC®, FSCP® has joined the firm as a Wealth Advisor. Joan, located in Denver, will oversee the expansion of our client base, and deliver integrated wealth management services to our existing clients in the Denver area. "We are excited to welcome Joan Koss to our team, and we are confident that her wealth of experienceCallan Capital Welcomes Jessica Cafferata, JD, CFP®, CDFA®
LA JOLLA, Calif. & AUSTIN, Texas--(BUSINESS WIRE)--Wealth management firm, Callan Capital is pleased to announce that Jessica Cafferata, JD, CFP®, CDFA® has joined the firm as Managing Director of Financial Planning. Jessica will oversee the firm’s financial planning process and manage client relationships. “We are very excited to welcome Jessica to our team at Callan Capital. She brings a wealth of expertise to our planning team and will be a great mentor for our employeesCallan Capital Welcomes Olivia Zaiya, MBA, J.D., CFP®
LA JOLLA, Calif., June 28, 2018 /PRNewswire/ -- San Diego based wealth management firm Callan Capital is pleased to announce that Olivia Zaiya, MBA, J.D., CFP®, has joined the firm as Managing Director of Financial Planning. Zaiya is primarily responsible for overseeing the firm's...Callan Capital Welcomes Robert K. Neigert, J.D., LL.M. Tax
AUSTIN, Texas, April 9, 2018 /PRNewswire/ -- Austin based wealth management firm Callan Capital is pleased to announce that Robert K. Neigert, J.D., LL.M. Tax, has joined the firm as Managing Director for the TX region. Neigert is primarily responsible for client relationship management...
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Callan Capital
Sign Up For FreeTo access detailed company insights
Callan Capital, with offices in San Diego, CA and Austin, TX, is an integrated wealth management firm that offers financial planning and asset management services for affluent families, executives, and entrepreneurs. Callan Capital's suite of services include financial planning, asset management, executive benefit planning, retirement planning, ris... Read More
