La Jolla, CA (PRWEB) February 24, 2016
Callan Capital is pleased to announce that Ami S. Aranha, CFP® has joined the firm as a relationship manager. Ami is primarily responsible for client relationship management and financial planning. She is also a member of the Callan Capital Investment Committee. Ami brings over 10 years of planning experience from her previous roles, including counseling the partners of Goldman Sachs (when working in the Goldman Sachs Family Office in her role at Ayco, a division of Goldman Sachs) in all aspects of financial planning while acting as a liaison with accountants, attorneys and investment professionals.
Ami earned B.A.s in Economics and Anthropology from the University of Massachusetts at Amherst, and a J.D. from Brooklyn Law School. She obtained her Certified Financial Planner® designation in 2001 and is admitted to the NY, NJ and DC bars.
Trevor M. Callan, CIMA®, CPWA®, the firm's managing partner, said "we are thrilled to welcome Ami to Callan Capital. Her hire is an example of the firm's commitment to bring world-class expertise and service to our clients".
About Callan Capital
Based in La Jolla, CA, Callan Capital is an integrated wealth management firm specializing in financial planning and asset management services for affluent families, corporate executives, entrepreneurs, foundations and endowments. 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 everyday. Please visit http://www.callancapital.com, read our blog at http://www.callancapital.com/blog, and follow us on Twitter (@callancapital) and LinkedIn (https://www.linkedin.com/company/callan-capital).