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Welcome to Callan Capital’s online newsroom, where you can review recent press releases and articles about Callan Capital.
Recent Awards
Equinox Center: our next chairman and our next treasurer
Congratulations to director Trevor Callan, who was elected Vice Chairman of Equinox Center last night and was elected to be our next Chairman as of our December board meeting! I have been our Chairman since our founding, and am excited to see the fresh energy and perspective and discipline that this handoff will bring, even as I remain active on the Board of Directors.
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FIVE STAR Wealth Managers 2010
ANNOUNCING: San Diego’s 2010 FIVE STAR Wealth Managers.
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July 2009
Financial advisor Magazine 2009 Top RIA Ranking by total assets
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February 3, 2009
Callan Capital Awarded 2009 FIVE STAR: Best in Client Satisfaction Wealth Managers (SM)
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Forty Under 40: CEO Seeks Balance In Work, Family, Community
September 2007
“In just seven months, Callan Capital was managing over $150 million for a select group of affluent families. Callan says the company is at the cutting edge of fee-only financial service providers without thought of commissions due. The business model enables clients to choose to invest in any vehicle, creating efficiencies through competitive bids.”
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