PEERS Network
  • HOME
  • ABOUT
    • Members
    • Board of Directors
    • Affiliates
    • Alumni
    • Corporate Sponsors
  • IMPACT
    • Impact
    • Animal Pad >
      • Photos
      • Video
    • ARTS: A Reason to Survive
    • Aspiring Philanthropist Program
    • Boys To Men
    • Build A Miracle
    • Casas De Luz >
      • Video
      • Photos
    • Challenged Athletes Foundation
    • Equinox Project
    • Forever Kids
    • Humble Design
    • Integra Schools >
      • Photos
    • Junior Achievement
    • Just in Time for Foster Youth
    • Liv Blue Fights Back
    • Miracle Babies >
      • Photos
      • Video
    • NICU Rady Children's Hospital
    • Outdoor Outreach
    • Reality Changers >
      • Photos
      • Video
    • San Diego Youth Services >
      • Photos
      • Video
    • Second Chance
    • Shelter To Soldier >
      • Photos
      • Video
    • Stay Home San Diego
    • The Honor Foundation
    • The San Diego Blood Bank
    • The Seany Foundation
  • EVENTS
    • Videos
    • Photos
  • IN THE NEWS
  • MEDIA
  • CONTACT
  • Members Only
  • DONATE
  • Videos

Meet Our Team Tim Callan

1/15/2017

1 Comment

 
Picture
Tim strives to give back to the San Diego community. He is on the Board of Directors for the Boys and Girls Club of San Dieguito and a member of the Kiwanis Club of San Diego. Both of these nonprofit organizations focus on the needs of young children in the local community. He is on the Board of the Entrepreneur Organization “EO” of San Diego and serves as finance chair.  EO is a global non-profit organization who’s stated mission is to “Engage leading entrepreneurs to learn and grow”.  He is also a member of PEERS Network, a non-profit organization of entrepreneurs and executives with a common goal of giving back to the community.

​Tim co-founded Callan Capital with his brothers Ryan and Trevor in January of 2007. Tim has been assisting high net worth individuals in the areas of wealth management since 2000. As a Certified Financial Planner® and Certified Private Wealth Advisor®, Tim takes responsibility for clients’ overall financial planning and oversees a team of planners that assist with design. Tim makes sure that every area within a significant estate is addressed, including asset management, debt management, trust and estate, risk management, disability, financial independence, philanthropy, and tax minimization. He is also a member of the Callan Capital Investment Committee.
 
Tim earned a B.S. in Finance at the University of Colorado in Boulder, CO. Prior to starting the company, Tim spent 7 years with Merrill Lynch and was a member of the firm’s dedicated high net worth division, The Private Banking and Investment Group. Prior to joining Merrill Lynch, he worked at Charles Schwab in the Retail Strategy department and the Pacific Coast Options Exchange.
 
He is an avid skier, surfer, and sailor. Tim lives in Point Loma with his wife, Jacqueline and daughter, Lily. 
​
Meet Our Members
1 Comment
Jam Products link
5/26/2023 06:56:46 am

I liked your blog thanks for sharing this

Reply



Leave a Reply.

    DONATE

    Archives

    July 2022
    May 2020
    February 2020
    July 2018
    June 2018
    October 2017
    September 2017
    August 2017
    June 2017
    April 2017
    March 2017
    February 2017
    January 2017
    December 2016
    October 2016
    May 2016
    September 2015
    December 2014
    April 2014
    October 2012
    August 2012
    July 2012

    Categories

    All

    RSS Feed

© 2023 Peers Network
Home | About | About PEERS | Members | Board of Directors | Advisory Board | 
Affiliates | Alumni | Events | News | Videos | Photos | Impact | Contact | Site Map

member log in

DONATE NOW

cONTACT US