Callan Capital Marks 10 Year Anniversary

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Callan Capital Marks 10 Year Anniversary

Callan Capital today announced its ten-year anniversary and record growth since the firm’s inception in 2007.

A celebration of the ten-year anniversary was held at L’Auberge Del Mar in December. Over 110 clients and members of the community gathered to celebrate the milestone. Callan Capital partnered with Promises2Kids for their annual Give From Your Heart Holiday Gift Drive, where attendees brought a new and unwrapped gift to make a foster child’s holiday season a little brighter.

“We are grateful to our clients for entrusting us as the stewards of their wealth. We are proud of our growth and success thus far and look forward to continued growth in 2017 and beyond,” said managing partner Trevor M. Callan, CIMA®, CPWA®.

Core competencies such as fiduciary duty, servicing entrepreneurs and corporate executives, and integrating with trusted advisors still stand today. In 2016, the firm focused on strengthening its technology offering for clients and in 2017, the firm intends to focus on expansion.

By | 2017-06-02T17:58:52+00:00 January 12th, 2017|Life at Callan|

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