OUR TEAM
Tim Callan, CFP®, President
Tim was a member of Merrill Lynch’s dedicated high net worth division, The Private Banking and Investment Group, before co-founding Callan Capital with his brothers, Ryan and Trevor.
Tim has been assisting high-net-worth individuals since joining Merrill Lynch in 2000. As a Certified Financial Planner®, Tim takes responsibility for clients’ overall financial planning and oversees asset allocation, money-manager due diligence, portfolio statistical analysis, mortgage and credit, and securities-based lending.
Tim earned a BS in finance at the University of Colorado and, prior to joining Merrill Lynch, worked at Charles Schwab in the Retail Strategy department and the Pacific Coast Options Exchange. He is an active participant in the San Diego Tech Coast Angels and MIT enterprise forum.