OUR TEAM
Ryan Callan, COO
Ryan began his professional financial career at Preferred Capital in Lake Tahoe in 1997 after graduating from the University of Nevada. He spent over two years as an executive in the firm’s business financial services unit focusing on lending to small and mid-sized companies.
Ryan moved to San Diego in 2000 to accept a position at Western Financial Planning, where he was educated in the disciplines of comprehensive wealth management services to wealthy individuals. His duties also included raising capital for limited- partnership transactions in real estate.
In 2001, he accepted a position at Merrill Lynch’s Private Client Group. During his successful career at Merrill, he discovered a passion educating his clients and their families about the principles of finance and the overall planning process. He believes in motivating key family members in all generations to become involved and collaborate on family legacy issues.
Ryan handles internal operations at Callan Capital including human resources, compliance, technology and client events
Ryan’s two sons, Ethan and Parker, and his wife, Heidi, are an integral part of his life and decision strategy.