Trevor, Tim and Ryan Callan Named as 2015 San Diego Five Star Wealth Managers

We are pleased to announce that Trevor, Tim and Ryan Callan of Callan Capital have been named as 2015 San Diego Five Star Wealth Managers through Five Star Professional. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review.

Congratulations to Trevor, Tim and Ryan!

For more information on nomination and selection criteria, please visit http://www.fivestarprofessional.com/fiveStarAssets/MarketInformation/WMSummaryandResearch15.pdf.

Recommended Posts