James Callahan, CFP®, CFA® Saza Wealth Partners

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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.

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Recently Published

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.

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Q1 Market Review

April 11, 2022

The first quarter of 2022 will forever be remembered for Russia’s invasion of Ukraine. With stocks and bonds posting negative results, we take a look at what happened and what’s to come for investors.

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VIDEO: Managing Through Market Volatility

March 8, 2022

The Russian invasion of Ukraine posed a negative surprised to what was already a nervous market. In this video, we share our perspective on how investors can assess the new environment and decide on the best course of action for their portfolios.

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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

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