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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|

Callan Capital Welcomes Alyana C. Stokes

We are excited to announce that Alyana Stokes joined Callan Capital as the firm's Client Service Associate. Alyana handles general client service tasks such as account paperwork and account disbursements, and works as a liaison with our Custodian, Charles Schwab. Prior to joining Callan Capital, Alyana worked as an Associate Financial Services Representative with Charles [...]

By | 2017-11-30T19:01:04+00:00 November 30th, 2017|Life at Callan|

Callan Capital Supports Junior Achievement

Callan Capital participated in Junior Achievement San Diego’s 29th Annual Business Hall of Fame Gala at the Fairmont Grand Del Mar. The elegant evening celebrated the best individuals in business and philanthropy, and the 2017 Lifetime Laureates. Junior Achievement empowers young people to own their economic success and teaches kids how to get a job, [...]

By | 2017-11-07T22:19:59+00:00 November 7th, 2017|Life at Callan|

Online Security Tips and Ways to Protect Your Personal Data

In light of the recent data security breach with Equifax, here are a few ways that you can protect yourself and steps to take if you believe your information was exposed. 1. Check your bank statements, accounts and credit reports for unusual activity. 2. Set up 2 factor authentication for online logins when available. For [...]

By | 2017-09-11T19:29:28+00:00 September 11th, 2017|Life at Callan|

Callan Capital’s Daniella Boni Wins Volunteer of the Year Award for Big Brothers Big Sisters

Daniella Boni, Callan Capital’s Marketing Director, won the 2017 Female Volunteer of the Year Award for Big Brothers Big Sisters of San Diego County. Daniella was selected for her role on the Young Professionals Committee where she leads the marketing committee as well as serves as a co-chair for the annual Chocolate & Vino event. [...]

By | 2017-08-23T19:05:12+00:00 August 23rd, 2017|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|