Callan Capital Welcomes Jessica Cafferata, JD, CFP®, CDFA® – Business Wire

LA JOLLA, Calif. & AUSTIN, Texas–()–Wealth management firm, Callan Capital is pleased to announce that Jessica Cafferata, JD, CFP®, CDFA® has joined the firm as Managing Director of Financial Planning. Jessica will oversee the firm’s financial planning process and manage client relationships.

“We are very excited to welcome Jessica to our team at Callan Capital. She brings a wealth of expertise to our planning team and will be a great mentor for our employees and clients who meet with her,” said Chief Operating Officer, Robert Mikulski.

As a Juris Doctor, Certified Financial Planner (CFP®), and Certified Divorce Financial Analyst (CDFA®), Jessica is a fiduciary with considerable wealth management experience in financial planning, risk management, insurance, tax, and estate planning.

Jessica graduated from Texas A&M University-Commerce in 2014, with a Master of Science degree in Accounting; Washburn School of Law in 2005 with a Juris Doctor; and the University of Kansas William Allen White School of Journalism and Mass Communications in 1999, with a Bachelor of Science degree in Business Communications. Jessica is a member of the Dallas Bar Association – Probate, Trusts & Estates Section.

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.

Callan Capital does not provide individual tax or legal advice, nor does it provide financing services. Clients should review planned financial transactions and wealth transfer strategies with their own tax and legal advisors. Callan Capital outsources to lending and financial institutions that directly provide our clients with securities-based financing, residential and commercial financing and cash management services. 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.