Callan Capital Supports Junior Achievement

Callan Capital participated in Junior Achievement San Diego’s 29th Annual Business Hall of Fame Gala at the Fairmont Grand Del Mar. The elegant evening celebrated the best individuals in business and philanthropy, and the 2017 Lifetime Laureates.

Junior Achievement empowers young people to own their economic success and teaches kids how to get a job, start a business and how to manage money. Since 1950, Junior Achievement of San Diego County has provided life-changing programs to more than 954,000 youth—in the classroom and after school—to foster an understanding of how the “real world” works. For more information on Junior Achievement, please visit

Online Security Tips and Ways to Protect Your Personal Data

In light of the recent data security breach with Equifax, here are a few ways that you can protect yourself and steps to take if you believe your information was exposed.

1. Check your bank statements, accounts and credit reports for unusual activity.

2. Set up 2 factor authentication for online logins when available. For clients with Charles Schwab, 2 factor authentication is available when logging into your accounts. A soft token can be accessed by downloading the app entitled “VIP Access” from the app store. A hard token can be ordered by calling (800) 433.9193. You will need to complete the 2 factor authentication and link your token by calling Schwab technical support at (800) 433.9196.

For clients using Callan’s family office portal, you can set up 2 factor authentication by entering your mobile phone number on the login page, and then enter the code sent to your phone. Type in a recovery phone number, then log in. 

3. Consider placing fraud alerts on your credit or freezing your credit. This can be done by calling the credit bureaus and may involve a small fee. Importantly, freezing credit (and unfreezing when a creditor needs to check it) won’t hinder your ability to build credit, yet it will prevent the unlawful use of your credit by another person.

4. If you think you’ve been the victim of a data breach, Charles Schwab has outlined important steps to take in this document

Data security breaches that are highly publicized can be stressful and nerve-wracking. We are here to help if you have any questions about the potential tips offered above.

Callan Capital’s Daniella Boni Wins Volunteer of the Year Award for Big Brothers Big Sisters

Daniella Boni, Callan Capital’s Marketing Director, won the 2017 Female Volunteer of the Year Award for Big Brothers Big Sisters of San Diego County. Daniella was selected for her role on the Young Professionals Committee where she leads the marketing committee as well as serves as a co-chair for the annual Chocolate & Vino event. In addition, she has been a mentor and Big Sister to Little Sister Alaina for 3 years.

Big Brothers Big Sister of San Diego County provides professionally supported, one -to-one mentoring relationships for kids who need an extra layer of support. For more information about Big Brothers Big Sisters of San Diego County, please visit

Callan Capital Holds Financial Literacy Workshop in La Jolla

Callan Capital hosted a financial literacy workshop to teach high school students from the Big Futures Program of Big Brothers Big Sisters of San Diego County important financial concepts that will help them today and in the future. Students learned important aspects of debt management, budgeting, savings, and an introduction to investing.

The Big Futures Program of Big Brothers Big Sisters of San Diego County 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 Program, visit

Callan Capital Sponsors Play for SAY Event

Callan Capital was proud to sponsor the Play 4 SAY event 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 popular 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. Growing up and raising a family are complicated, even under the best of circumstances. 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

Callan Capital Participates in Ronald McDonald House Charities Red Shoe Day

On June 22nd, Callan Capital participated in Red Shoe Day benefiting the Ronald McDonald House Charities. Back for the eighth year in a row, Red Shoe Day is the largest volunteer-driven fundraiser for San Diego’s Ronald McDonald House. 1,500 volunteers wearing yellow shirts and red and white striped socks collect donations from commuters and passers-by at key intersections during the morning commute throughout San Diego County.

Ronald McDonald House Charities of San Diego provides a “home away from home” for families with children being treated for serious, often life-threatening conditions at local hospitals.

For more information on Ronald McDonald House Charities of San Diego, please visit



Callan Capital Participates in Junior Achievement’s Stock Market Challenge

Rob Mikulski, Operations and Client Service Manager at Callan Capital, participated in Junior Achievement’s 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.  Using state-of-the-art technology in a simulated trading environment, each student 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. For more information on Junior Achievement, please visit

Callan Capital Hosts San Diego Life Sciences Event

Last week, Callan Capital held Healthspan – Reversing the Effects of Aging at the Alexandria at Torrey Pines. Over 75 Life Science executives in the San Diego Life Science community attended the event with Osman Kibar, Ph.D., CEO and founder of Samumed. Samumed aims to reverse the aging process, including regenerating cartilage, growing new hair and eliminating wrinkles. The company was recently valued at $12 billion and featured as a cover story in Forbes magazine. Dr. Kibar’s presentation centered around the technology behind Samumed, as well as what he has learned along the way from building the company to this valuation.

Callan Capital’s Life Science event series are designed to partner with San Diego Life Science executives to foster networking, nurture the next generation of San Diego leadership and elevate San Diego as a Life Science hub. For more information on the next Life Sciences event, please contact our marketing department at

Callan Capital Opens New Office in Austin, TX

Callan Capital, the La Jolla, CA headquartered independent wealth management firm, recently opened a new office in Austin, TX to accommodate growth and service an expanding Austin, TX client base.

“The decision to expand our presence in the flourishing Austin, TX area was a logical step in our business growth strategy,” said managing partner Trevor M. Callan, CIMA®, CPWA®. “Callan Capital serves corporate executives and entrepreneurs, and the Austin area market is a seamless fit due to the increase in relocating corporations and executives.”

Callan’s Capital’s advantages are servicing a niche of entrepreneurs and corporate executives, integrating with trusted advisors and serving as a fiduciary. In 2016, the firm focused on strengthening its technology offering for clients and in 2017, the firm intends to focus on expansion. To read the full press release, please click here.

Callan Capital Marks 10 Year Anniversary

Callan Capital today announced its ten-year anniversary and record growth since the firm’s inception in 2007.

A celebration of the ten-year anniversary was held at L’Auberge Del Mar in December. Over 110 clients and members of the community gathered to celebrate the milestone. Callan Capital partnered with Promises2Kids for their annual Give From Your Heart Holiday Gift Drive, where attendees brought a new and unwrapped gift to make a foster child’s holiday season a little brighter.

“We are grateful to our clients for entrusting us as the stewards of their wealth. We are proud of our growth and success thus far and look forward to continued growth in 2017 and beyond,” said managing partner Trevor M. Callan, CIMA®, CPWA®.

Core competencies such as fiduciary duty, servicing entrepreneurs and corporate executives, and integrating with trusted advisors still stand today. In 2016, the firm focused on strengthening its technology offering for clients and in 2017, the firm intends to focus on expansion.