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| Callahan & Callahan Asset Management, Inc. |
Stephen L.A. Callahan has spent more than 20 years
in the investment industry. His focus is to offer
valuable investment strategies to business owners and
high net worth clients. For each client a consultation is
scheduled and an extensive review of the current
investments is conducted. An opportunity to determine
both long and short term investment objectives/goals
along with an appropriate portfolio to help meet the
objectives/goals is achieved during the meeting.
in the investment industry. His focus is to offer
valuable investment strategies to business owners and
high net worth clients. For each client a consultation is
scheduled and an extensive review of the current
investments is conducted. An opportunity to determine
both long and short term investment objectives/goals
along with an appropriate portfolio to help meet the
objectives/goals is achieved during the meeting.
| Throughout his years in the investment industry, Stephen expanded his experience and knowledge through working with well-known investment firms that include Dean Witter Reynolds (currently named Morgan Stanley Dean Witter), and Griffin Financial Services, a division of Home Saving of America (purchased by Washington Mutual). His investment industry licenses include series 7, 52, 63, and 65 (Registered Investment Adviser). Additionally, Stephen is the recipient of the Outstanding Young Men of America award. Prior to serving as an Officer of the Marines for 5 years, Stephen received his B.S. Degree from the United States Naval Academy. He is author of an investment article that appears in the San Fernando Valley Chronicle News titled, “Your Wealthy Place” and a weekly radio broadcast by the name of “Your Finances.” Also, Stephen appeared as a guest speaker for the Financial & Investments Association of the Peter F. Drucker Graduate School of Management and has held financial workshops for the Black Chamber of Commerce, National Association of Black Engineers as well as several church organizations. Furthermore, Stephen has received commendations from The California State Legislature and The U.S. House of Representatives. The United Chamber of Commerce recognized Stephen and his partner Millicent Callahan’s outstanding service to their community with the “Small Business of the Year” award. |
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Millicent G. Callahan has over 17 years of
investment experience. Her focus is to offer
valuable financial services to both business
owners and high net worth clients. The
outstanding customer service that Millicent
extends to her clients demonstrates the
commitment to a standard of excellence of
Callahan & Callahan Asset Management, Inc.
investment experience. Her focus is to offer
valuable financial services to both business
owners and high net worth clients. The
outstanding customer service that Millicent
extends to her clients demonstrates the
commitment to a standard of excellence of
Callahan & Callahan Asset Management, Inc.
Fidelity Investments and Griffin Financial Services, a division of Home Saving of America
(Purchased by Washington Mutual) are two of the investment firms in which Millicent expanded
both her knowledge and experience during her more than 17 years in the investment industry.
She earned her series 6, 7, 24, 63, and, 65 (Registered Investment Adviser) investment industry
licenses after she received her B.A. Degree from Dillard University in New Orleans, LA. She is
author of an investment article that appears in the San Fernando Valley Chronicle News titled
“Your Wealthy Place” and a weekly radio broadcast by the name of “Your Finances.” Millicent
has appeared as a guest panelist for Investment Banking at the University of Southern California
and has held investment classes at La Canada and Beverly Hills High Schools. Moreover,
Millicent has held financial workshops for the National Association of Black Engineers, the Black
Chamber of Commerce and several church organizations. Millicent also has received
commendations from The California State Legislature and The U.S. House of Representatives.
The United Chamber of Commerce recognized Millicent and her partner Stephen Callahan with
the “Small Business of the Year” award, for their superb service to their community.
(Purchased by Washington Mutual) are two of the investment firms in which Millicent expanded
both her knowledge and experience during her more than 17 years in the investment industry.
She earned her series 6, 7, 24, 63, and, 65 (Registered Investment Adviser) investment industry
licenses after she received her B.A. Degree from Dillard University in New Orleans, LA. She is
author of an investment article that appears in the San Fernando Valley Chronicle News titled
“Your Wealthy Place” and a weekly radio broadcast by the name of “Your Finances.” Millicent
has appeared as a guest panelist for Investment Banking at the University of Southern California
and has held investment classes at La Canada and Beverly Hills High Schools. Moreover,
Millicent has held financial workshops for the National Association of Black Engineers, the Black
Chamber of Commerce and several church organizations. Millicent also has received
commendations from The California State Legislature and The U.S. House of Representatives.
The United Chamber of Commerce recognized Millicent and her partner Stephen Callahan with
the “Small Business of the Year” award, for their superb service to their community.
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