Life at Callan

Home/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|

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|

3 Critical Considerations to Ask in a Liquidity Event

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