Tim Callan

Tim Callan General Information

Biography

Mr. Tim Callan is a Co-Founder and serves as Managing Partner and Member of the Investment Committee at Callan Capital. He also serves as and Board Member at Peers Network. Previously, he served as President at Peers Network. He has been assisting high-net-worth individuals in the areas of wealth management since 2000. As a Certified Financial Planner, he takes responsibility for clients' overall financial planning and oversees a team of planners that assist with design. He 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. He earned a B.S. in Finance at the University of Colorado. Prior to starting the company, he 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.