Financial Planning, Life at Callan
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...
Financial Planning, Life at Callan
April 24, 2023 – Callan Capital is thrilled to announce that we have made the San Diego Business Journal’s prestigious Top 40 Wealth Management Firms for 2022. We are pleased and honored to be considered among San Diego’s Top Wealth Management Firms. To view the...
Investing In Our Community Giving Back, Life at Callan
A huge THANK YOU to our La Jolla office who opened their hearts and rallied together to help families in need in San Diego this holiday season. A total of 80 pounds of food was donated, helping to provide 67 meals for those in...