Financial Planning and family office services

The goal of our certified professionals is to bring peace of mind to executives and business owners through tailor-made financial plans.

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multiGenerational Wealth Management

Preserving generational wealth involves strategic planning. By proactively planning, families can become active stewards of their wealth, fostering a tailored family culture for a lasting legacy.

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Investment Management

Our mission is to achieve risk-adjusted performance and enhanced returns through tactical, model-driven portfolio design.

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There is a Better Way

Callan Capital was founded in 2007 as a Registered Investment Advisor to bring clarity, direction and discipline to the financial choices you make every day.

After 15 years of working for a large brokerage firm, brothers Tim, Trevor, and Ryan had a vision. Having launched a dedicated high net worth division at their firm, they knew there was a better way to provide financial advisory services. They felt their clients could be better served through the fiduciary model — since fiduciary advisors are legally bound to act in their clients’ best interest by providing independent, objective advice.

 

A  ROADMAP FOR LIQUIDITY EVENTS

Our clients have typically experienced a financial event such as the sale of a business, a public offering of their company, divorce, or have accumulated assets over many years. At Callan Capital, we work to provide a financial planning roadmap to navigate these types life and business events, while aiming to provide peace of mind and direction.

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3 CRITICAL QUESTIONS TO ASK DURING A LIQUIDITY EVENT

 

We’ve prepared a liquidity event guide that covers the process before, during, and after the transaction. This will help us build a financial plan with a goal of providing you with confidence in every step of the transition.

RAISING FINANCIALLY RESPONSIBLE CHILDREN

 

Research shows that kids as young as 3 years old can grasp the ideas of saving and spending. The sooner parents start teaching and talking to their kids about money, the more comfortable kids will be with these concepts.

2024 Q3 Market Update

2024 Q3 Market Update

In the third quarter, markets were volatile due to political uncertainty and concerns about economic growth, but Fed rate cuts and strong earnings helped the S&P 500 reach new highs. After early gains, volatility increased as investors shifted from tech stocks to...

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New Rules for Inheriting an IRA: What You Need to Know

New Rules for Inheriting an IRA: What You Need to Know

In 2024, new rules for inheriting Individual Retirement Accounts (IRAs) have been introduced, significantly impacting how beneficiaries manage and distribute these assets. These changes are primarily aimed at closing loopholes and ensuring that retirement savings are...

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Asset Protection: Strategies and Considerations

Asset Protection: Strategies and Considerations

Asset protection is an essential component of financial planning, aiming to safeguard one's assets from potential risks and creditors. It is a continuous process that should ideally begin before any legal issues arise. However, there are strategies that can still be...

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2024 Q2 Market Update

2024 Q2 Market Update

The S&P 500 experienced its first real dose of volatility early in the second quarter, but expectations for interest rate cuts by the Federal Reserve, solid economic growth and continued strong financial performance from AI-related tech companies ultimately pushed...

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Navigating Family Governance: Why Family Meetings Matter

Navigating Family Governance: Why Family Meetings Matter

The Impact of Effective Meetings on Communication, Trust, and Wealth Management A Practical Guide for Philanthropic Families Effective family meetings play a crucial role in the family governance process. These gatherings serve as a platform for open discussions,...

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2024 Q1 Market Update

2024 Q1 Market Update

The 2023 rally continued in the first quarter of 2024 as a positive combination of stable economic growth, falling inflation, impending Fed rate cuts and ever-growing enthusiasm towards artificial intelligence (AI) propelled stocks higher, as the S&P 500 rose...

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529 Plans

529 Plans

Over the past few years, 529 plans are one of the premier methods of saving for college because of their high contribution limits, potential state income tax deductions on contributions, federal tax-free withdrawals for qualifying education expenses, and tax-deferred...

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10b5-1 Plan

10b5-1 Plan

Company trading policies limit the number of days that insiders can trade their stock. As a result of these restrictions, company executives may have difficulty managing their personal holdings, which can represent a source of concentration risk within their wider...

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The Importance of Having a Will

The Importance of Having a Will

A will is a legal document that outlines a person's wishes regarding the distribution of their assets, the care of their dependents (such as minor children), and the management of their affairs after death. Having a will is important for several reasons, as it serves...

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Exchange Funds

Exchange Funds

Exchange funds provide individuals a way to diversify their concentrated low tax basis interest in a stock without incurring immediate capital gains. Exchange funds are a collective investment structure in which multiple investors contribute various equities to the...

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Saving for Education

Saving for Education

Jennifer Ward and Jessica Cafferata, JD, CFP®, CDFA® College tuition, room and board, fees, books and supplies, meals, transportation, and medical expenses are examples of financial considerations for college and graduate school. Public and private four-year college...

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Cyber Safety: What To Do If You Are Breached

Cyber Safety: What To Do If You Are Breached

At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is helpful for you, your family, and your friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...

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Callan Capital in the San Diego Business Journal

Callan Capital in the San Diego Business Journal

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 full...

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Cyber Safety: Smart Speakers & Smart Cars

Cyber Safety: Smart Speakers & Smart Cars

At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is helpful for you, your family, and your friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...

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The Importance of a Financial Plan

The Importance of a Financial Plan

Goal Planning  A customized, well-designed financial plan is discussed at the inception of relationships at Callan Capital and is critical to helping clients achieve their unique goals and objectives. A financial plan provides holistic advice that helps bring clients...

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Cyber Safety – Phone Scams

Cyber Safety – Phone Scams

At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is helpful for you, your family, and your friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...

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Cyber Safety: Cell Phones and Watches

Cyber Safety: Cell Phones and Watches

At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is helpful for you, your family, and your friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...

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Cyber Safety: Destroying Hard Drives and Data Overwrite

Cyber Safety: Destroying Hard Drives and Data Overwrite

At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is helpful for you, your family, and your friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...

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Cyber Safety: Encryption

Cyber Safety: Encryption

At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the following is helpful for you, your family, and friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...

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SECURE Act 2.0 of 2022 – New Retirement Legislation

SECURE Act 2.0 of 2022 – New Retirement Legislation

Noma Nkala-Hendon, CFP®On December 29, 2022, the Setting Every Community Up for Retirement (SECURE) Act 2.0 was signed into law following the SECURE Act of 2019. Below are some provisions that may impact you. RMDs The SECURE Act 2.0 increased the age at which Required...

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Cyber Safety: Device Protection

Cyber Safety: Device Protection

Jessica Cafferata, JD, CFP®, CDFA®   At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the following is helpful for you, your family, and friends as a resource for cybercrime prevention, knowledge, and...

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Cyber Safety: Knowledge is Crucial

Cyber Safety: Knowledge is Crucial

Passwords and Usernames Jessica Cafferata, JD, CFP®, CDFA®   At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the following is helpful for you, your family, and friends as a resource for cybercrime...

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Real Estate Tax Strategies:  Qualified Opportunity Zones

Real Estate Tax Strategies: Qualified Opportunity Zones

Origin of Opportunity Zones Opportunity Zones were the brainchild of Sean Parker, who made a fortune off Napster, a music streaming site known for its dubious file sharing practices in the early 2000s, and as Facebook’s first president. Parker sought to minimize his...

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Cyber Safety: Knowledge is Crucial

Cyber Safety: Knowledge is Crucial

At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the following is helpful for you, your family, and friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...

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Real Estate Tax Strategies: 1031s, DSTs, and 721s

Real Estate Tax Strategies: 1031s, DSTs, and 721s

1031 Exchanges A 1031 Exchange is a real estate investing tool that allows investors to swap out an investment property for another and defer capital gains or losses or capital gains tax that you otherwise would have to pay at the time of sale. A further benefit is...

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Year End Planning

Year End Planning

As 2022 comes to a close, now is a good time to work with your CPA to review your taxes and implement any tax planning strategies before year-end. Here are some common activities to help get you started: Maximize allowable contributions to retirement accounts....

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Cyber Safety: Knowledge is Crucial

Cyber Safety: Knowledge is Crucial

Online Scams and Identity Theft Jessica Cafferata, JD, CFP®, CDFA®     At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the following is helpful for you, your family, and friends as a resource for...

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Diminished Capacity and Elderly Financial Abuse

Diminished Capacity and Elderly Financial Abuse

Financial abuse is a common occurrence among elderly people.  One in 10 Americans aged 60-plus has experienced elder abuse—and one of the most frequent forms of elder abuse is financial1. It is estimated that at least $36.5 billion is lost annually as a result of...

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