Life at Callan

Home/Life at Callan

Callan Capital Holds Financial Literacy Workshop in La Jolla

Callan Capital hosted a financial literacy workshop to teach high school students from the Big Futures Program of Big Brothers Big Sisters of San Diego County important financial concepts that will help them today and in the future. Students learned important aspects of debt management, budgeting, savings, and an introduction to investing. The Big Futures [...]

By | 2017-08-15T18:16:43+00:00 August 15th, 2017|Life at Callan|

Callan Capital Sponsors Play for SAY Event

Callan Capital was proud to sponsor the Play 4 SAY event 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 popular lawn [...]

By | 2017-08-10T17:41:03+00:00 July 31st, 2017|Life at Callan|

Callan Capital Participates in Ronald McDonald House Charities Red Shoe Day

On June 22nd, Callan Capital participated in Red Shoe Day benefiting the Ronald McDonald House Charities. Back for the eighth 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 [...]

By | 2017-06-27T16:12:16+00:00 June 27th, 2017|Life at Callan|

Callan Capital Participates in Junior Achievement’s Stock Market Challenge

Rob Mikulski, Operations and Client Service Manager at Callan Capital, participated 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.  Using state-of-the-art technology in a simulated trading environment, each student team began with [...]

By | 2017-06-12T16:04:47+00:00 May 25th, 2017|Life at Callan|

Callan Capital Hosts San Diego Life Sciences Event

Last week, Callan Capital held Healthspan – Reversing the Effects of Aging at the Alexandria at Torrey Pines. Over 75 Life Science executives in the San Diego Life Science community attended the event with Osman Kibar, Ph.D., CEO and founder of Samumed. Samumed aims to reverse the aging process, including regenerating cartilage, growing new hair [...]

By | 2017-04-27T21:46:56+00:00 April 27th, 2017|Life at Callan|

Callan Capital Opens New Office in Austin, TX

Callan Capital, the La Jolla, CA headquartered independent wealth management firm, recently opened a new office in Austin, TX to accommodate growth and service an expanding Austin, TX client base. “The decision to expand our presence in the flourishing Austin, TX area was a logical step in our business growth strategy,” said managing partner Trevor M. [...]

By | 2017-06-02T17:58:52+00:00 April 5th, 2017|Life at Callan|

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 [...]

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

Callan Capital Employees Celebrate the Holidays

The Callan Capital team participated in a puzzle room team outing at Escapism in San Diego. Escapism is a game where groups work together to escape a room. Missions involve 60 minutes of intense problem solving fun where teams work together to find clues, solve riddles and crack codes. Afterwards, the team gathered for an [...]

By | 2016-12-19T19:39:52+00:00 December 19th, 2016|Life at Callan|

Trevor Callan Named as an 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 a top influential business leader by the San Diego Business Journal. According to Nels Jensen, Editor in Chief of the San Diego Business Journal, “we started with people who have built and are leading successful companies, creating [...]

By | 2017-06-02T17:58:52+00:00 December 8th, 2016|Life at Callan|

San Diego Business Journal Executive Interview with Trevor Callan

In an executive interview with business reporter Sarah De Crescenzo, Trevor Callan discusses the opportunities and challenges within the wealth management and financial planning industry today. Trevor speaks to the importance of working with an independent advisor, not associated with a large bank or broker dealer, who can serve objectively as the steward of a [...]

By | 2017-06-02T17:58:52+00:00 November 29th, 2016|Life at Callan|