What departments does Callan Capital have?

Callan Capital has employees across 3 departments including Entrepreneurship, Finance, Administrative.

What is the largest department at Callan Capital?

The largest department at Callan Capital is Entrepreneurship with 1 employees.

Where are Callan Capital employees located globally?

Callan Capital has employees across 1 continents and 1 countries including United States Of America.

How has Callan Capital's team size changed over time?

Callan Capital's team has decreased from approximately 7 to 4 employees based on available data.

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Callan Capital Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Callan Capital, a financial services firm based in La Jolla, California, joined AlphaCore Wealth Advisory on May 1, 2025. The combined organization pairs financial planning with institutional-quality investment management and includes family office services, tax advisory, and philanthropic strategies. It focuses on equipping advisors with research capabilities, operational infrastructure, and tools to help clients build and preserve wealth. The arrangement places the business within AlphaCore's growing national platform for personalized wealth management across planning and investments.

The firm serves independent advisors and their clients seeking integrated wealth management. In May 2026, AlphaCore launched Upside Capture, a podcast series on investment strategy and market intelligence, reflecting an addition to its thought leadership resources.

Callan Capital Global Highlights

North America
10

United States Of America
10

Callan Capital's Leadership

V. M.
Founder And Managing Partner
Mobile Phone
Email
J. C. J. C. C.
Managing Director Of Financial Planning
Mobile Phone
Email
S. G.
Director
Mobile Phone
Email
C. J.
Manager, People And Culture
Mobile Phone
Email
M. L.
Office Manager
Mobile Phone
Email
J. W.
Senior Associate
Mobile Phone
Email

Callan Capital Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Callan Capital

Name

Title

Contact

Location

Last Update

V. M.
Founder And Managing Partner
Mobile Phone
Email
Oct 23, 2024
J. C. J. C. C.
Managing Director Of Financial Planning
Mobile Phone
Email
Aug 15, 2025
S. G.
Director
Mobile Phone
Email
Oct 17, 2024
C. J.
Manager, People And Culture
Mobile Phone
Email
Apr 10, 2025
M. L.
Office Manager
Mobile Phone
Email
Oct 23, 2024
J. W.
Senior Associate
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Callan Capital known for?

Callan Capital was founded in 2007 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-858-551-****

. Explore Callan Capital's company overview page for more information.

What is Callan Capital's most common email format?

Callan Capital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Callan Capital email formats with LeadIQ.

How many employees does Callan Capital have currently?

Callan Capital has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Callan Capital's key employees and leadership?

As of July 2026, Callan Capital's key employees include:

Founder And Managing Partner: V. M.
Managing Director Of Financial Planning: J. C. J. C. C.
Director: S. G.
Manager, People And Culture: C. J.
Office Manager: M. L.

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Callan Capital Employee Directory

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