Broker Check

C&L Wealth Management

C&L Wealth Management

408-890-2440
[email protected]

Callan and Lindahl Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most personal level of service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability in the pursuit of achieving financial independence.

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable but you will also discover that our staff truly cares about making your dreams a reality. As your Comprehensive, Financial Professionals, we will keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully making prudent decisions concerning your financial future.

Our company’s core business standards – Trust, Integrity, Communication and Commitment - are the foundation of our professional ethics in working with our clients.

If you have any questions about your current financial situation or wish to schedule a complimentary appointment, send us an email or give us a call at 408-890-2440.