Callan Capital is Growing!

Over the past few months, Callan Capital has added new team members. Each member brings a wealth of experience and knowledge that allows us to deliver high quality of service to our clients.

Our team embraces the mission and values of Callan Capital: Investing in our local community, a healthy work-life balance, grit, and maintaining an open culture.  These values motivate our team to bring excellence to clients every day.

Christina James
Fabiola Sanchez-Martinez
Jessica Cafferata, JD, CFP®, CDFA®

Christina joined Callan Capital in October 2021 as Senior Associate, Client Service and Administration.  Christina is responsible for the office management of Callan Capital.

Fabiola joined Callan Capital in November 2021 as a Client Service Associate.  Fabiola is responsible for assisting clients with money movements, meeting follow up tracking, and private equity.

Jessica joined Callan Capital in March 2022 as Managing Director of Financial Planning.  Jessica will oversee the firm’s financial planning process and manage client relationships.

Callan Spotlight: 15 Years, What’s Next!

Callan Capital is celebrating 15 years!  With our continued growth and success, we wanted to sit down with the founding Partners and look back on how things have evolved throughout the years.

Trevor

What do you love most about working at Callan Capital?

Trevor:  What I enjoy most is being able to help the families we serve create a vision and financial plan that provides them comfort and clarity. Being able to help clients with the financial aspects of their life and knowing that frees up time for them to focus on other things is extremely rewarding.

How has servicing clients changed from when you started?

Trevor:  The services we provide are broader.  We now have more team members with enhanced skills they have gained over the years that allow us to better service our clients.

What has been your biggest accomplishment both personally and professionally during the last 15 years?

Trevor:  Personally, it is investing more time with my family; Tanica, Jade, and Smith.  Professionally, it’s realizing that our clients have entrusted approximately $1.5Billion dollars (as of 12-31-21) in assets under management to us.  This is very humbling and not something that I take lightly.

Tim

What do you love most about working at Callan Capital?

Tim:  At Callan, it’s our core values, specifically our belief in a healthy-work life balance. We encourage our employees to have a healthy work-life balance and I have really been able to see the value that provides our employees, both inside and outside of work.

How has servicing clients changed from when you started?

Tim:  The quality of service we can provide our clients has increased tremendously throughout the years. We have been able to hire people internally with specific expertise and skill sets that allow us to provide a higher quality of service.

What has been your biggest accomplishment both personally and professionally during the last 15 years?

Tim:   I have become more of a family man over the years. Creating a family with my wife Jackie and having our daughter Lily has been my biggest personal accomplishment.  Professionally, watching Callan grow to what it is now.  We have more Callan Capital team members that service our families and help deliver peace of mind to them.

Ryan

What do you love most about working at Callan Capital?

Ryan:  Working with our clients every day and helping them achieve their financial goals is what I enjoy the most.  Additionally, being able to watch our employees at Callan grow throughout the years has been amazing to witness.

How has servicing clients changed from when you started?

Ryan:  We have invested heavily into technology that allows us to manage our clients’ accounts more efficiently. 

What has been your biggest accomplishment both personally and professionally during the last 15 years?

Ryan:  Personally, my wife, Heidi and my biggest accomplishment is being able to watch our sons, Ethan and Parker grow up, one in college and one in high school. Professionally, watching Callan grow with new team members whose expertise has allowed us to expand our suite of services.

CAL FIT

At Callan Capital, a healthy work-life balance is essential.   It is one of our core values that fuel our team and bring excellence to our clients.  We believe that a healthy lifestyle is essential to coping with stress and to achieving work-life balance.

We all know how important getting daily exercise is to our body and mind. But statistics gathered by the U.S. Department of Health and Human Services show that only one in three adults achieve the recommended amount of physical activity each week, and more than 80% of adults do not meet the guidelines for both aerobic and muscle-strengthening activities.   This is especially true with the busy schedule of today’s employees. Work, family, and social commitments make it difficult to incorporate a regular workout routine.  

At Callan Capital,  we have implemented CAL FIT to motivate employees and encourage 30 min of exercise a day, four times a week.  Research shows that as little as 30 minutes of exercise per day can boost our general health and well-being.

What We’ve Been Up To

Recently, Callan Capital was a sponsor and speaker at the Karmel Capital Annual Meeting in San Diego, CA.  The event featured presentations on the most pressing topics surrounding technology investments.  

Trevor Callan and James Brailean, Ph.D. discussing Market Insights

Tim and Trevor Callan with their families and PEERS at the Torrey Pines Gliderport.  Learn how PEERS gives back to the community.

The PEERS Network was established in 2009 and brings entrepreneurs and executives from across a variety of industries together with a common goal: to give back.   For more information, please visit For more information, please visit https://www.peersnetwork.org/

Callan Capital Participates in Junior Achievement’s 2019 Stock Market Challenge

Callan Capital was pleased to sponsor and participate in Junior Achievement’s 2019 Stock Market Challenge in San Diego. More than 150 students from local San Diego high schools got a taste of the fast-paced, high-stakes stock market through the competition. Callan Capital also participated in the corporate, adult event at night, taking the first-place spot in the competition. Using state-of-the-art technology in a simulated trading environment, each team began with $500,000 in fictitious funds and interacted with on-site traders to buy and sell shares in 26 companies with the goal of building the highest-net worth portfolio by the end of the trading period.

The event was designed to connect teens to the future world of business and to raise funds for Junior Achievement’s financial literacy programs. The stock market challenge raised over $41,000. For more information on Junior Achievement, please visit https://www.jasandiego.org.

Rob Mikulski Elected as 2019 JA YES Board Co-Chair

Callan Capital is proud to announce that Rob Mikulski has recently been elected as 2019 Co-Chair for the Junior Achievement of San Diego County Young Executive Society (JA YES). JA YES is a dynamic group of young professionals from various industries and corporations in San Diego, who raise awareness and act as ambassadors on behalf of Junior Achievement, offering support through fund raising, “friend-raising”, special projects and expansion of JA programs and initiatives.

For more information, please visit http://www.jasandiego.org/about/ja-yes

PEERS Annual Gala Benefiting Rady Children’s Hospital

Callan Capital partners participated in the PEERS Network annual gala, A Night in Mykonos.  The Bohemian-themed gala raised over $100,000 for the PEERS endowment and Rady Children’s Hospital Neonatal Intensive Care Unit

The PEERS Network is a professional non-profit 501 (c) (3) group funded by local entrepreneurs whose aim is to give back to the San Diego Community. For more information, please visit https://www.peersnetwork.org/.

Callan Capital Hosts Big Brothers Big Sisters Financial Literacy Workshop

Callan Capital hosted a financial literacy workshop to teach high school aged “Littles” from Big Brothers Big Sisters of San Diego important financial concepts that will help them today and in the future. Students learned important aspects of budgeting, savings, taxes, credit and financial aid for college.

Big Brothers Big Sisters of San Diego provides lasting, professionally supported, 1 to 1 mentoring relationships for kids who need an extra layer of support. In addition, the Big Futures Program of Big Brothers Big Sisters of San Diego promotes workforce readiness, high school graduation and career exploration for high-school aged Little Brothers and Sisters. Callan Capital’s services and values align perfectly with the Big Futures mission by providing financial literacy to these children. For more information on the Big Futures and Big Brothers Big Sisters of San Diego, visit http://sdbigs.org.

Callan Capital Sponsors Play4SAY Event

Callan Capital was proud to sponsor and participate in Play4SAY, hosted by SAY San Diego. The event provided a meaningful way for business professionals and local leaders to be kids for a day while giving back to the community. Members of the Callan Capital team participated with competing teams in rounds of lawn games like Bocce, Bag-O, and Ladder Ball.

SAY’s mission is to partner with children, families, and communities to overcome barriers and create opportunities that enable them to realize and sustain their full potential. SAY San Diego partnerships and services focus on strengthening the whole child, whole family, and whole community. SAY addresses the comprehensive needs of the entire family rather than focusing on one symptom or problem and works with systems such as law enforcement, schools, and local government to affect positive change.
For more information on SAY San Diego, please visit https://www.saysandiego.org.