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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|

Callan Capital Serves Lunch at Ronald McDonald House Charities

The Callan Capital team volunteered to serve lunch at the Ronald McDonald House Charities of San Diego. The organization provides a “home away from home” for families with children being treated for serious, often life-threatening conditions at local hospitals. The Ronald McDonald House relies on community support and is the only service of its kind [...]

By | 2018-04-18T17:09:29+00:00 March 20th, 2018|Life at Callan|

Callan Capital Participates in Washington-Lincoln Laurels for Leaders Luncheon

Callan Capital sponsored and participated in the 61st annual Washington-Lincoln Laurels for Leaders luncheon. The program, established in 1957, serves to promote and honor leadership in San Diego County high schools. At the annual February luncheon, each student body president is seated with other student body presidents and sponsors from the community, in order to [...]

By | 2018-02-27T18:30:16+00:00 February 27th, 2018|Life at Callan|

Callan Capital Participates in Junior Achievement’s Stock Market Challenge

Callan Capital was pleased to sponsor and participate in Junior Achievement’s Stock Market Challenge in San Diego. More than 150 students from local San Diego high schools got a taste of the fast-paced, high-stakes stock market through the competition. Callan Capital also participated in the corporate, adult event at night, taking the second place spot [...]

By | 2018-02-02T22:12:24+00:00 February 2nd, 2018|Life at Callan|

Best Practices for Secure Data Transmission

Digital technology is constantly evolving, and so are hacking and fraud attempts. With increasing change and complexity, individuals need to be aware of best practices for electronically sending personal information. Unfortunately, email is not a secure method of transfer for confidential or personally identifiable information. In the event of an email breach or hack, everything [...]

By | 2018-01-29T22:40:03+00:00 January 29th, 2018|Life at Callan|

Callan Capital Celebrates the Holidays and New Year at the La Jolla Playhouse

Callan Capital celebrated the holiday season with staff, clients and members of the community at the La Jolla Playhouse. In 2017, Callan Capital was proud to support the La Jolla Playhouse in its quest to launch new musicals and plays, and serve the community with education and outreach programs. Event attendees enjoyed music, tasty bites, [...]

By | 2018-01-02T19:02:24+00:00 January 2nd, 2018|Life at Callan|

Trevor Callan Named as 2017 Influential Business Leader by the San Diego Business Journal

Congratulations to Trevor Callan, managing partner of San Diego-based wealth management firm Callan Capital for being named as one of the top 500 influential business leaders by the San Diego Business Journal. According to Nels Jensen, Editor in Chief of the San Diego Business Journal, “the SD 500 is based on these parameters: people who [...]

By | 2017-12-18T19:11:54+00:00 December 18th, 2017|Life at Callan|

Callan Capital Helps Build Home in Tijuana, Mexico

Callan Capital, together with the San Diego Kiwanis Club Foundation and International Relief Teams, helped build a home for a family in Tijuana, Mexico. The team, who drove from San Diego to Mexico, worked for the day to build a home for a disadvantaged family with three children. The San Diego Kiwanis Club Foundation works [...]

By | 2017-12-14T17:12:31+00:00 December 14th, 2017|Life at Callan|