Life at Callan

Home/Life at Callan

PEERS Annual Gala Benefiting Rady Children’s Hospital

Callan Capital partners participated in the PEERS Network annual gala, A Night in Mykonos.  The Bohemian-themed gala raised over $100,000 for the PEERS endowment and Rady Children’s Hospital Neonatal Intensive Care Unit The PEERS Network is a professional non-profit 501 (c) (3) group funded by local entrepreneurs whose aim is to give back to the [...]

By | 2018-11-14T18:52:01+00:00 November 14th, 2018|Life at Callan|

Callan Capital Hosts Big Brothers Big Sisters Financial Literacy Workshop

Callan Capital hosted a financial literacy workshop to teach high school aged “Littles” from Big Brothers Big Sisters of San Diego important financial concepts that will help them today and in the future. Students learned important aspects of budgeting, savings, taxes, credit and financial aid for college. Big Brothers Big Sisters of San Diego provides [...]

By | 2018-08-27T18:11:35+00:00 August 27th, 2018|Life at Callan|

Callan Capital Sponsors Play4SAY Event

Callan Capital was proud to sponsor and participate in Play4SAY, hosted by SAY San Diego. The event provided a meaningful way for business professionals and local leaders to be kids for a day while giving back to the community. Members of the Callan Capital team participated with competing teams in rounds of lawn games like [...]

By | 2018-08-06T21:21:08+00:00 August 6th, 2018|Life at Callan|

Rob Mikulski Named Top Fundraiser for Junior Achievement’s Young Executive Society

Rob Mikulski was named the top 2017-2018 fundraiser for the Young Executives Society within Junior Achievement of San Diego. JA YES is a dynamic group of young professionals from various industries and corporations in San Diego, who raise awareness and act as ambassadors on behalf of Junior Achievement, offering support through fundraising, “friend-raising”, special projects & [...]

By | 2018-07-25T21:37:32+00:00 July 25th, 2018|Life at Callan|

Callan Capital Welcomes Olivia Zaiya, MBA, J.D., CFP®

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 financial planning process and managing client relationships. “We are excited to welcome Olivia to Callan Capital”, said Tim S. [...]

By | 2018-07-16T21:17:29+00:00 July 13th, 2018|Life at Callan|

Callan Capital Participates in Red Shoe Day

Callan Capital participated in Red Shoe Day benefitting the Ronald McDonald House Charities. Back for the ninth year in a row, Red Shoe Day is the largest volunteer-driven fundraiser for San Diego’s Ronald McDonald House. 1,500 volunteers wearing yellow shirts and red and white striped socks collect donations from commuters and passers-by at key intersections [...]

By | 2018-06-21T17:02:28+00:00 June 21st, 2018|Life at Callan|

Callan Capital Hosts Secrets of Successful Liquidity Events Panel

Callan Capital hosted the panel event Secrets of Successful Liquidity Events at the Kodosky Lounge at the Long Center in Austin. The purpose of Callan’s Austin-based tech event series is to foster networking opportunities for entrepreneurs within the technology ecosystem and provide a forum for veteran entrepreneurs to give back to the next generation of [...]

By | 2018-06-20T17:42:53+00:00 June 15th, 2018|Life at Callan|

Callan Capital Recognized as a Key Service Provider in the San Diego Business Journal’s Life Sciences Book

Callan Capital was listed in the San Diego Business Journal’s inaugural Life Sciences Book as a key service provider to the Life Sciences industry. The article mentions how Callan Capital deals with the Life Sciences industry’s frequent liquidity events, such as selling a company or taking a company public. In addition, the firm has experience [...]

By | 2018-06-12T15:51:02+00:00 June 4th, 2018|Life at Callan|

Callan Capital Participates in the Celebration of Champions

Callan Capital supported and participated in Rady Children’s Hospital Celebration of Champions®. The “Celebration” is a special day away from the hospital for children from the San Diego region whose lives have been touched by cancer. At the event, participants carry and run with “The Torch of Life” accompanied by their sponsors, family and celebrities. [...]

By | 2018-06-12T15:40:56+00:00 May 14th, 2018|Life at Callan|

Callan Capital Hosts USD Students

Callan Capital invited USD finance students to the La Jolla office for a tour, job role simulation and to learn about the wealth management industry. Callan Capital was first introduced to the students during Junior Achievement’s Stock Market Challenge, where they sponsored a student team. During the half day visit, students were treated to lunch, [...]

By | 2018-05-07T16:08:37+00:00 April 30th, 2018|Life at Callan|

3 Critical Considerations to Ask in a Liquidity Event

A Liquidity Event Guide that covers pre, during, and post transaction.