Life at Callan
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.
Financial Planning, Life at Callan
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...
Financial Planning, Life at Callan
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.