Callan Capital

Callan Capital is an independent wealth management firm headquartered in La Jolla, California. The firm was founded in 2007 by brothers Trevor, Tim, and Ryan Callan, who brought with them 15 years of experience in the financial industry. They chose to create Callan Capital to offer their clients a fiduciary model, prioritizing independent and objective advice. With a team of 27 employees, the company manages around $21 million in revenue. Callan Capital serves affluent executives, entrepreneurs, and their families. They offer a comprehensive range of wealth management services, including financial planning, asset management, executive benefit planning, retirement planning, risk management, tax minimization, estate planning, trust planning, philanthropic planning, and educational planning. This personalized, "one-stop-shop" approach aims to address all facets of a substantial estate. The firm emphasizes a personalized and collaborative approach to wealth management. They work closely with clients, acting as trusted advisors and collaborators to develop individualized strategies tailored to their unique goals and circumstances. Callan Capital believes in providing clarity, direction, and discipline to help their clients navigate transitions and confidently make informed financial decisions. Clients seeking information about Callan Capital's services can find more details about their offerings on their website: callancapital.com.