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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

John Callan

408-890-2440

408-280-1400

[email protected]

John Callan has more than 35 years of business experience that encompasses both private industry and the financial services industry in partnership with LPL Financial. Mr. Callan received his undergraduate and MBA degrees from Santa...
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Greg Lindahl

408-890-2440

408-280-1400

[email protected]

Greg Lindahl has more than 25 years experience as a Certified Public Accountant and financial professional. Mr. Lindahl’s professional experience includes public accounting, financial, marketing and sales responsibilities in private...
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John Callan, Jr.

Marketing and Client Services Associate

408-890-2440

408-280-1400

[email protected]

John Callan, Jr. brings more than 20 years of business experience and skills in the areas of project management, systems integration, fundraising and philanthropy to Callan and Lindahl Wealth Management. Most recently John, for over 12...

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