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Ryan Callan

Ryan Callan

Partner at Alphacore Capital LLC

CA , United States

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

OrganizationRoleDate RangeDetails
AlphaCore Wealth AdvisoryPartnerApr 2025 to Present
Callan CapitalManaging PartnerDec 2006 to Mar 2025
Kiwanis Club of San DiegoPresidentJan 2013 to Jan 2014
Merrill Lynch, Global Private ClientFinancial AdvisorJan 2002 to Dec 2006
Western Financial Planning CorporationFinancial AdvisorJan 2000 to Jan 2001
Preferred CapitalAccount ManagerJan 1998 to Jan 2000

Education

University of Nevada, Reno

1992 1997

Skills & Expertise

Investments
Finance
Financial Services
Wealth Management
Retirement Planning
Financial Advisory
Strategic Financial Planning
Portfolio Management
Investment Advisory
Asset Management
Strategic Planning
Mutual Funds
Series 7
Risk Management
Asset Allocation
Investment Strategies
Financial Analysis
Estate Planning
Loans
Investment Management

Others at Alphacore Capital LLC (5)

NameRoleLocation
D
Daniel Conners
PartnerSan Diego, CA , United States
D
David Adams
Senior TraderSan Diego, CA , United States
Madeline Hume
Madeline Hume
Senior Research AnalystSan Diego, CA , United States
M
Michael Iheme
Associate Portfolio ManagerTX , United States
M
Mike I.
Associate Portfolio ManagerTX , United States

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