Colleen Callahan
Owner, CEO @Callahan Capital Managmement And Insurance Services Inc
San Diego County, CA, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Present
Owner, CEO @Callahan Capital Managmement And Insurance Services Inc
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EDUCATION
1975 — 1979
UC San Diego
BS, Biology, Spanish
1994 — 1997
The American College
CLU, CHFC, Chartered Financial Consultant, Chartered Life Underwriter
SKILLS
Investment StrategiesAlternative InvestmentsFundingFinancial PlanningInvestment AdvisoryMergers & AcquisitionsEstate Tax PlanningInvestmentsDisability InsuranceLong-Term CareExit StrategiesIrasPensionsTaxWealth Management ServicesFixed AnnuitiesFinancial AdvisorySuccession PlanningLong Term CareAsset ManagmentRetirementStrategic Financial PlanningTrustsSeries 7High Net Worth IndividualsWealth ManagementBusiness PlanningSmall BusinessLicensingAsset ProtectionPortfolio ManagementInsuranceAsset AllocationMutual FundsLong Term Care InsuranceSalesFinancial Planners401kWealth AccumulationLife Insurance
ABOUT COLLEEN CALLAHAN
Extensive experience in advanced estate planning, business succession planning…
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