There is a Better Way
Callan Capital was founded in 2007 as a Registered Investment Advisor to bring clarity, direction and discipline to the financial choices you make every day.
After 15 years of working for a large brokerage firm, brothers Tim, Trevor, and Ryan had a vision. Having launched a dedicated high net worth division at their firm, they knew there was a better way to provide financial advisory services. They felt their clients could be better served through the fiduciary model — since fiduciary advisors are legally bound to act in their clients’ best interest by providing independent, objective advice.
A ROADMAP FOR LIQUIDITY EVENTS
Our clients have typically experienced a financial event such as the sale of a business, a public offering of their company, divorce, or have accumulated assets over many years. At Callan Capital, we work to provide a financial planning roadmap to navigate these types life and business events, while aiming to provide peace of mind and direction.
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Empowering the Next Generation
Callan Capital Rising Gen Academy
In our commitment to fostering financial literacy among the next generation of the families we serve, we are excited to introduce a comprehensive two-day virtual learning experience. Our Academy offers sessions that cover a wide array of topics, including:
- Basic Financial Concepts: Understanding money, budgeting, and the importance of saving.
- Risk Management: Identifying financial risks, insurance, diversification, and strategies to mitigate risks in personal finance and investments.
- Banking and Saving: How banks work, different types of accounts, and setting savings goals.
- Smart Spending and Budgeting: Creating a budget, tracking spending, and making wise purchasing decisions.
- Basic Estate Planning: The importance of wills, trusts, beneficiary designations, and planning for the distribution of assets after death.
- Introduction to Investing: Basic principles of investing, the stock market, and the power of compound interest.
- Financial Responsibility: Understanding credit, debt, and maintaining good financial habits.
- Career Planning and Wealth Building: Exploring career paths in finance and strategies for wealth accumulation.
New FinCEN Reporting Rules: What LLC & Small Business Owners Need to Know
Starting January 1, 2024, the Financial Crimes Enforcement Network (FinCEN) mandates many U.S. companies to report information on individuals who own or control them. This requirement aims to enhance transparency and prevent misuse of financial systems. Non-compliance...
2024 Q2 Market Update
The S&P 500 experienced its first real dose of volatility early in the second quarter, but expectations for interest rate cuts by the Federal Reserve, solid economic growth and continued strong financial performance from AI-related tech companies ultimately pushed...
Navigating Family Governance: Why Family Meetings Matter
The Impact of Effective Meetings on Communication, Trust, and Wealth Management A Practical Guide for Philanthropic Families Effective family meetings play a crucial role in the family governance process. These gatherings serve as a platform for open discussions,...
Callan Capital Recognized on San Diego Business Journal’s 2023 Investment Management Firms List
May 7, 2024 – 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...
From Generation to Generation: How the Power of Philanthropy Strengthens Family Legacies
How Callan Capital Helps Articulate the Mission, Vision, and Values of Founding Members As a true boutique firm, with vast experience catering to the wealth management needs of our clients in our multi-family office, Callan Capital plays a crucial role in assisting...
2024 Q1 Market Update
The 2023 rally continued in the first quarter of 2024 as a positive combination of stable economic growth, falling inflation, impending Fed rate cuts and ever-growing enthusiasm towards artificial intelligence (AI) propelled stocks higher, as the S&P 500 rose...