Callan Capital
 
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  • About Us
    • OUR STORY
    • TEAM
    • GIVING BACK
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  • Home
  • About Us
    • OUR STORY
    • TEAM
    • GIVING BACK
  • SERVICES
  • BLOG
  • CLIENT LOGIN
  • CONTACT US
Callan Capital
  • Home
  • About Us
    • OUR STORY
    • TEAM
    • GIVING BACK
  • SERVICES
  • BLOG
  • CLIENT LOGIN
  • CONTACT US
  • Home
  • About Us
    • OUR STORY
    • TEAM
    • GIVING BACK
  • SERVICES
  • BLOG
  • CLIENT LOGIN
  • CONTACT US

 

Welcome to Callan Capital

Callan Capital specializes in providing comprehensive financial planning and asset management solutions to officers and directors of publicly traded companies as well as entrepreneurs, affluent families, endowments, and foundations. Learn more about how we offer a better way to manage wealth.

IT’S NICE TO MEET YOU.

INTRODUCTION TO CALLAN CAPITAL

MEET OUR DEDICATED TEAM

TREVOR M. CALLAN, CIMA®, CPWA®

Managing Partner >>

TIM S. CALLAN, CFP®, CPWA®

Managing Partner >>

RYAN J. CALLAN

Managing Partner >>

DAVID B. ADAMS

Director, Financial Planning >>

ROBERT S. MIKULSKI

Managing Director, Operations and Client Service >>

OLIVIA ZAIYA, MBA, J.D., CFP®

Managing Director, Financial Planning >>

KAITLIN C. CORYELL

Director, Operations and Compliance >>

JENNIFER M. AZARES

Senior Associate, Client Service and Administration >>

JOSH MAURAIS

Associate, Operations and Client Service >>

JULIO MARQUEZ

Director, Wealth Management >>

CHRIS WILLINGHAM

Director, Wealth Management >>

ALYANA C. RICHARDSON

Senior Associate, Operations and Client Service >>
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CALIFORNIA OFFICE
1250 PROSPECT STREET
SUITE 1
LA JOLLA, CA 92037

 

866.912.4888
marketing@callancapital.com

PRIVACY POLICY

FORM CRS

2020 ADV Pt 2A