Wealth Management Simplified

We bring clarity, direction and peace of mind to the financial choices you make every day.

Financial Planning

Our team of certified, and registered professionals, is trained to develop and implement financial planning strategies specifically designed for executives and business owners. We strive to provide our clients peace of mind knowing their wealth is in good hands.

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Generational Wealth Management

Preserving wealth from generation to generation requires not just growth, but thoughtful strategic preparations.  By planning in advance, families have the opportunity to become active stewards of their wealth, and to create a family culture that is tailored toward establishing an enduring legacy.  Multi-generational wealth planning helps ensure that a family’s wealth and legacy are properly managed and passed from one generation to the next.

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Investment Management

We believe wealth is created through successful participation in the global markets, not speculation. Our mission is to deliver 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.

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 Ranked #14 in the San Diego Business Journal

Callan Capital Ranked #14 in the San Diego Business Journal

April 24, 2023 – Callan Capital is thrilled to announce that we have been ranked #14 in 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...

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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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2023 Q2 Market Update and Outlook

2023 Q2 Market Update and Outlook

Quarterly Insights – July 2023 The S&P 500 ended the second quarter and first half of 2023 at a 14-month high and most major stock indices logged solid gains in the second quarter following a pause in the Fed’s rate hike campaign, stronger-than-expected corporate...

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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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2023 La Jolla Kiwanis Junior Olympics

2023 La Jolla Kiwanis Junior Olympics

This weekend, Callan Capital volunteered at the 2023 La Jolla Kiwanis Junior Olympics.  Our team worked the relay race, manned the concession stand, and grilled hotdogs. A highlight of the Kiwanis Club of La Jolla’s year is the Richard “Moon” Mullen Memorial La Jolla...

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Ryan Callan & the Kiwanis Club of San Diego

Ryan Callan & the Kiwanis Club of San Diego

Ryan Callan and the Kiwanis Club of San Diego joined International Relief Team and Project Mercy volunteers to build a house for the Rosado-Gonzalez family this weekend. They started with a foundation and completed construction in approximately five hours. Special...

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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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Q1 Market Update

Q1 Market Update

The S&P 500 ended the first quarter of 2023 with a solid gain as hopes for an economic “soft landing” and the Fed signaling that their historic rate hike campaign is coming to an end helped offset two rate increases and the biggest bank failures since the...

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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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Thank You to Our Donors

Thank You to Our Donors

Thank you for giving on Amplify Austin Day! A Historic Day for Central Texas! $9.9 Million raised in 24-hours, breaking a $100 million milestone in giving since 2013! Thank you to all of you for showing how generous team Callan Capital can be to our Central Texas...

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Amplify Austin 2023

Amplify Austin 2023

Donations to the I Live Here I Give Here Amplify Fund support all participating Amplify Austin Day nonprofits. To date*, the Fund has given back more than $12 million to local nonprofits. Started in 2016, the I Live Here I Give Here Amplify Fund was established to...

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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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Q4 Market Update

Q4 Market Update

Easing inflation pressures and a resolution of the fiscal turmoil in the United Kingdom fueled a strong rally in stocks and bonds early in the fourth quarter, but hawkish Fed guidance, disappointing economic data, and rising global bond yields weighed on markets in...

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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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The Jacobs & Cushman San Diego Food Bank

The Jacobs & Cushman San Diego Food Bank

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 need!

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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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Callan Capital & Susan G. Komen

Callan Capital & Susan G. Komen

Callan Capital was honored to participate in this past weekend’s Susan G. Komen’s, More Than Pink Walk. We walk for survivors, for those who cannot, and for those we have lost. We walk to see a cure for breast cancer in our lifetime. #susangkomen...

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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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Q3 Market Update

Q3 Market Update

Global markets declined again in the third quarter as inflation remained near multi-decade highs, geopolitical tensions escalated further, and the Federal Reserve continued to aggressively hike interest rates signaling future rate increases will be larger than...

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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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Callan Capital Gives Back | Austin Humane Society

Callan Capital Gives Back | Austin Humane Society

One of our core values is to invest in our community.  When you build a culture of giving back, you set the stage for a purpose-filled environment that has the potential to ignite passions of employees, clients, and those in your community. Our employees who have...

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Lets Get to Know Each Other

Lets Get to Know Each Other

Our Callan Capital team is made up of some pretty amazing people.  Our Getting To Know You Series is aimed to get know our team, on a more personal level.Alyana Richardson Director, Financial Planning1. What is your most used emoji?🙄 2. Cats or dogs?Cats, they are our...

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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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Q2 Market Update

Q2 Market Update

The S&P 500 continued to decline in the second quarter, hitting the lowest level since December 2020 as still-high inflation, sharp increases in interest rates, rising recession risks, and ongoing geopolitical unrest pressured stocks and other assets. After a...

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