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

Our Q1 Market Review

April 14, 2021

The first quarter is in the books, and we review what's working and what's not as 2021 marches on.

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LLC, C-Corp or S-Corp? The Right Answer Can Change Over Time

April 8, 2021

The last time you thought about your business structure may have been when you first launched. But as your business has grown, you may have outgrown your current structure. Different types of business entities offer different levels of asset protection and tax liability for the entrepreneur. We offer our views on each structure and how to discover what’s right for you.

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Overheard ...

March 3, 2021

We share the Top 5 comments we most often hear from clients and prospective clients. How many sound a bit familiar to you?

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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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