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Callan Capital
Callan Capital
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Callan Capital
Callan Capital Summary
Company Summary
Overview
Callan Capital is a company that provides wealth management and financial advisory solutions. It offers investment, tax planning, retirement cash flow projection, family gifting strategies, review of estate planning documents, and other services.
Type
Private
Status
Active
Founded
2007
HQ
San Diego, CA, US
|
view all locations
Website
https://callancapital.com
Cybersecurity rating
Sectors
Financial Services
financial management
investment management
management consulting
tax
Homepage
Linkedin
instagram
Table of Contents
Key People
Locations
Competitors
Key People
Trevor M. Callan,
Founder & Managing Partner
Linkedin
Tim Callan,
Founder & Managing Partner
Linkedin
Robert S. Mikulski,
Chief Operating Officer
Linkedin
Ryan Callan,
Managing Partner
Linkedin
and 4 others
Locations
View all
1 location detected
San Diego, CA
HQ
United States
1250 Prospect St #1, La Jolla
Competitors and Similar Companies
Advanced Wealth Management
Financial Services - Private
M.C. Byrd Wealth Management
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Stonehouse
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Whitechurch Securities
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Compare competitors
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