James Callahan, CFP®, CFA® Saza Wealth Partners
- 7900 E. Union Avenue Suite 1100, Denver, CO 80237
- (720) 610-7345
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.
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.
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.