"We help our clients plan for their future, so they can enjoy the present."

DAVID B. ADAMS

Director, Financial Planning

David has been with Callan Capital since its January 2007 beginning. Previously, he worked in finance as an intern with The Callan Group at Merrill Lynch. He is responsible for investment analytics and creating financial plans for clients, as well as managing client reporting.

David graduated from University of California, San Diego in 2007 with a B.A. in economics and is currently working to become a Certified Financial Planner™ (CFP®).

David’s interests include the ongoing restoration of his 1969 Mustang and the culinary arts.