Callan Capital
Finance · California, United States · 11-50 Employees
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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
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ZI Rank
2
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3
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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
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2020
Debt
$150K
Callan Capital Tech Stack
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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...
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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
