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.
Hannah Simpson receives a Leadership Award in Financial Planning at the TX A&M alumni Financial Planning Career and Education Conference
Our Hannah Simpson was recognized for her financial planning achievements with a Leadership Award in Financial Planning at the TX A&M alumni Financial Planning Career and Education Conference. Hannah joined Callan Capital in June 2023 as a Financial Planning...
Saving for Education
Jennifer Ward and Jessica Cafferata, JD, CFP®, CDFA® College tuition, room and board, fees, books and supplies, meals, transportation, and medical expenses are examples of financial considerations for college and graduate school. Public and private four-year college...
Cyber Safety: What To Do If You Are Breached
At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is helpful for you, your family, and your friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...
Callan Capital in the San Diego Business Journal
April 24, 2023 – Callan Capital is thrilled to announce that we have made the San Diego Business Journal's prestigious Top 40 Wealth Management Firms for 2022. We are pleased and honored to be considered among San Diego’s Top Wealth Management Firms. To view the full...
Cyber Safety: Smart Speakers & Smart Cars
At Callan Capital, we are committed to cybersecurity awareness, education, and training. We hope the following is helpful for you, your family, and your friends as a resource for cybercrime prevention, knowledge, and mitigation. This is part of a monthly cyber...
The Importance of a Financial Plan
Goal Planning A customized, well-designed financial plan is discussed at the inception of relationships at Callan Capital and is critical to helping clients achieve their unique goals and objectives. A financial plan provides holistic advice that helps bring clients...