May 7, 2024 – We’re excited to share that Callan Capital has been included on the San Diego Business Journal’s 2023 Wealth Management Firms list.

Thank you to The San Diego Business Journal, and congratulations to all the outstanding Wealth Management Firms featured on the list.

To view the full list, click here.

CRITERIA: The 2023 San Diego Business Journal list of Management Firms is open to firms with offices in San Diego.  For wealth management firms to be eligible for this year’s list, they must be a registered investment advisor with either the Securities Exchange Commission (SEC) or the California Department of Corporations.

After receiving an email invitation from the San Diego Business Journal to participate in the list, Callan Capital completed a brief online survey.

DISCLOSURE: The information for the ranking was compiled by Callan Capital and may or may not be verified by the San Diego Business Journal. The award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by Callan Capital and any of its clients. Neither Callan Capital nor any of its employees were required to be a member of an organization to be eligible to receive this award. Callan Capital did not pay a fee to apply for this award. However, the firm does purchase goods or services from the publisher of the award, such as subscriptions to the publication. The San Diego Business Journal’s list of Wealth Management Firms covers the time from 1-1-2023 through 12-31-2023.