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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.

Find Callan Capital employees' phone numbers or email addresses

Callan Capital Global Highlights

Location
Employees

North America
10

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  • United States Of America
    10

Callan Capital's Leadership

  • Founder And Managing Partner at Callan Capital
    V. M.
    Founder And Managing Partner
    Mobile Phone
  • Managing Director Of Financial Planning at Callan Capital
    J. C. J. C. C.
    Managing Director Of Financial Planning
    Mobile Phone
  • Director at Callan Capital
    S. G.
    Director
    Mobile Phone
  • Manager, People And Culture at Callan Capital
    C. J.
    Manager, People And Culture
    Mobile Phone
  • Senior Associate at Callan Capital
    J. W.
    Senior Associate
    Mobile Phone

Callan Capital Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Callan Capital

Name
Title
Contact
Location
Last Update
  • Founder And Managing Partner at Callan Capital
    V. M.
    Founder And Managing Partner
    Mobile Phone
    Oct 23, 2024
  • Managing Director Of Financial Planning at Callan Capital
    J. C. J. C. C.
    Managing Director Of Financial Planning
    Mobile Phone
    Aug 15, 2025
  • Director at Callan Capital
    S. G.
    Director
    Mobile Phone
    Oct 17, 2024
  • Manager, People And Culture at Callan Capital
    C. J.
    Manager, People And Culture
    Mobile Phone
    Apr 10, 2025
  • Senior Associate at Callan Capital
    J. W.
    Senior Associate
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Callan Capital known for?

Minus sign iconPlus sign iconCallan Capital was founded in 2007 and operates in the Financial Services industry. You can contact Callan Capital's 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?

Minus sign iconPlus sign iconCallan Capital employees' email format typically follows the pattern of First@callancapital.com. 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?

Minus sign iconPlus sign iconCallan 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?

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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.
  • Senior Associate: J. W.

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