Callan Capital Welcomes Joan Koss, MBA, CFP®, ChFC®, FSCP®
Callan Capital is thrilled to announce that Joan Koss, MBA, CFP®, ChFC®, FSCP® has joined the firm as a Wealth Advisor. Joan, located in Denver, will oversee the expansion of our client base, and deliver integrated wealth management services to our existing clients...
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...
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...
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...
Callan Capital in the San Diego Business Journal
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 list and special edition click here.
Eligibility requirements to participate included being a registered investment adviser with either the Securities Exchange Commission or the California Department of Corporations. The criteria by which Firms were ranked was based on assets managed in San Diego County for fiscal year 2021.
