San Diego-Based Callan Capital Opens First Out-Of-State OfficeMonday, April 17, 2017
La Jolla-based wealth management firm Callan Capital, which has operated in San Diego for about a decade, has opened a second office.
Callan Capital’s new office is in Austin, Texas.
Managing partner Trevor Callan said the move was part of the firm’s business growth strategy. Callan specializes in financial planning and asset management for corporate executives and entrepreneurs.
"The Austin area market is a seamless fit due to the increase in relocating corporations and executives," he said.
The firm was started in 2007 by Trevor Callan and his brothers Tim Callan and Ryan Callan. Before launching the independent firm, the trio previously worked at a large brokerage firm.