OUR QUALIFICATIONS

We have been working with high net worth individuals, and business owners in the area of estate planning, business succession planning, retirement planning, asset management, business and personal insurance, charitable planning, and long term care insurance for over twenty two years.

Colleen K. Callahan is a registered representative and investment advisory representative of Capital Analysts and Lincoln Investment.  She holds the designations of Chartered Life Underwriter and Chartered Financial Consultant from the American College in Pennsylvania.

Colleen is a graduate of the University of California, San Diego.  She is fluent in Spanish, after having lived in Argentina and Spain.  Prior to beginning her work in financial planning in 1988, she worked for ten years in corporate management for the General Mills Restaurant Group.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances to obtain the desired objectives.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

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