To oversee client expansion in Denver
February 02, 2024 — LA JOLLA, Calif. & AUSTIN, Texas–(BUSINESS WIRE)–Wealth management firm, Callan Capital is thrilled to announce that Joan Koss, MBA, CFP®, ChFC®, FSCP® has joined the firm as a Wealth Advisor. Joan, located in Denver, will oversee the expansion of our client base, and deliver integrated wealth management services to our existing clients in the Denver area.
“We are excited to welcome Joan Koss to our team, and we are confident that her wealth of experience will contribute significantly to our continued success,” said Rob Mikulski, Chief Operations Officer at Callan Capital.
Joan received her B.A. from James Madison University in Virginia and earned an MBA in Finance and Accounting from Regis University. She holds the Certified Financial Planner designation® along with credentials as a Chartered Financial Consultant® and a Certified Professional in Financial Services®.
About Callan Capital
Callan Capital, with offices in San Diego, CA and Austin, TX, is an integrated wealth management firm that offers financial planning and asset management services for affluent families, executives, and entrepreneurs. Callan Capital’s suite of services include financial planning, asset management, executive benefit planning, retirement planning, risk management, tax minimization, estate and trust planning and philanthropic planning. Callan Capital provides clarity, direction and discipline to financial choices clients make every day. Please visit www.callancapital.com to learn more.
For more information, please refer to our most recent Form ADV Part 2A which may be found at http://www.adviserinfo.sec.gov. This press release is being provided for informational purposes only and is not a solicitation for advisory services or a recommendation to invest in securities.