James Callahan, CFP®, CFA® Saza Wealth Partners

Contact this advisor

About James Callahan, CFP®, CFA®

Jim B. Callahan is a 25-year veteran of the investment and wealth management industry. He previously served as the Managing Partner and Chief Investment Officer of a $500 million wealth management firm in Denver, CO.

Jim holds a Bachelor’s degree in Economics from Santa Clara University and an MBA from the University of Michigan’s Ross School of Business. He is a Certified Financial Analyst (CFA®) charter holder and a Certified Financial Planner (CFP®) professional.

Contact this advisor

Recently Published

Planning for Business Owners

September 27, 2022

Business owners face unique financial planning challenges given the overlap between their business and personal finances. The right approach addresses both, offering integrated solutions for tax, cash flow, investment & risk management. In this webinar, we walk through a case study and integrated plan for a small business owner.

Read the full post →

Where Do We Go From Here?

August 18, 2022

War in Europe, spiking inflation, plummeting stock & bond markets, now a robust rally in both … and we haven’t gotten to midterm elections yet! We bring you this video to provide some perspective on all the noise and share with you our views on the current investment environment.

Read the full post →

How We Feel vs. How We Act

April 20, 2022

Our quick take on consumer sentiment vs. consumer behavior, and what that might mean for investors.

Read the full post →

Visit the blog →

Ideal Clients

  • Business Executives
  • Business Owners
  • Wealth Management

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Quarterly Fee
  • Flat Fee
  • Assets Under Management: 0.65%

SEC Records

Loading...