Callan Capital Recognized on San Diego Business Journal’s 2023 Investment Management Firms List
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.
Callan Capital Recognized on Austin Business Journal’s 2023 Investment Management Firms List
Thank you to the Austin Business Journal for including us in the Investment Management Firms list for 2023. We express immense gratitude to our clients whose support has fueled our growth, making us an integral part of the Austin community. CRITERIA: The 2023 Austin...
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...
Hannah Simpson receives a Leadership Award in Financial Planning at the TX A&M alumni Financial Planning Career and Education Conference
Our Hannah Simpson was recognized for her financial planning achievements with a Leadership Award in Financial Planning at the TX A&M alumni Financial Planning Career and Education Conference. Hannah joined Callan Capital in June 2023 as a Financial Planning...
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.
