My Senior Health Plan

Callan Capital, founded in 2007 in La Jolla, CA, operates as a Registered Investment Advisor focused on delivering clarity and direction in financial planning for executives and business owners. Committed to a fiduciary model, the firm prioritizes clients' best interests, providing independent and objective financial advisory services tailored to individual needs. The company offers a comprehensive suite of services, including family office services, investment management, and philanthropic guidance, emphasizing financial literacy and generational wealth building. With initiatives like the Callan Capital Rising Gen Academy, they empower the next generation through education on financial concepts, smart spending, and wealth accumulation strategies. Generated from the website