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About
Ryan Callan is a Partner at AlphaCore Wealth Advisory, based in California. In his current role, he leads the launch and integration of AlphaCore’s Family Office Services, focusing on ultra-high-net-worth individuals, wealthy families, and multi-generational estate planning. He is responsible for expanding the firm’s capabilities in tax advisory, estate planning, and philanthropic strategies, intertwining these services with institutional investment management solutions for high-net-worth and ultra-high-net-worth clients.
Prior to joining AlphaCore in 2025, Ryan was a Managing Partner and co-founder of Callan Capital, where he spent nearly two decades advising affluent families and individuals on complex wealth management needs. In both leadership roles, he has specialized in serving clients across private business ownership, public company executives, and family office sectors, with a focus on alternative investments, public and private equities, fixed income, and bespoke multi-generational planning solutions.
Ryan holds a degree from the University of Nevada, Reno, and brings a wealth of experience in advising, leading, and growing teams dedicated to client success. Notably, he has played a pivotal role in establishing one of California’s largest RIAs following the merger of AlphaCore and Callan Capital, and has served the community as President of the Kiwanis Club of San Diego.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| AlphaCore Wealth Advisory | Partner | Apr 2025 to Present | — |
| Callan Capital | Managing Partner | Dec 2006 to Mar 2025 | — |
| Kiwanis Club of San Diego | President | Jan 2013 to Jan 2014 | — |
| Merrill Lynch, Global Private Client | Financial Advisor | Jan 2002 to Dec 2006 | — |
| Western Financial Planning Corporation | Financial Advisor | Jan 2000 to Jan 2001 | — |
| Preferred Capital | Account Manager | Jan 1998 to Jan 2000 | — |
Education
University of Nevada, Reno
1992 — 1997
Skills & Expertise
Others at Alphacore Capital LLC (5)
| Name | Role | Location |
|---|---|---|
D Daniel Conners | Partner | San Diego, CA , United States |
D David Adams | Senior Trader | San Diego, CA , United States |
| Senior Research Analyst | San Diego, CA , United States | |
M Michael Iheme | Associate Portfolio Manager | TX , United States |
M Mike I. | Associate Portfolio Manager | TX , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
| Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |