Callan Capital provides 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.
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MEET OUR DEDICATED TEAM

Managing Partner

Managing Partner

Managing Partner

Chief Operating Officer

Managing Director, Financial Planning

Managing Director, Trading

Senior Director, Operations and Compliance

Director, Wealth Management

Director, Wealth Management

Director, Paraplanning and Philanthropy

Senior Associate, Operations and Client Service

Senior Associate, Marketing

Manager, People & Culture

Associate, Client Service and Administration

Associate, Operations and Client Service