Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp® work email
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Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp® personal email
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Hi, I am Brian!I am an accomplished and performance-driven professional with proven expertise in leading all aspects of financial asset markets, including real estate, mortgage, investment banking, and estate planning to drive remarkable growth and profitability.My expertise lies in devising strategic initiatives, facilitating business growth, and ensuring comprehensive financial management.Known for offering valuable assistance, streamlining sales preparation, and comprehensive estate planning.Throughout my career, I have utilized my skills to guide ultra-high-net-worth families, coordinate multiple practitioners, and achieve the best possible outcomes for them.Employers recognized me for facilitating seamless transitions, optimizing intricate exit plans, and ensuring optimal financial outcomes.I have demonstrated proficiency in financial analysis, portfolio management, and risk mitigation.I am also well-versed in building professional relationships with key clients and stakeholders to facilitate bottom-line growth.Some of my key skills and expertise include: Financial Asset Operations Sales & Business Development Operational Growth & Enhancement High-Net-Worth Families Guidance Marketing & Outreach Tactics Asset Allocation & Wealth Management Exit Planning & Strategy Development Investment Advisory & Portfolio Management Risk Mitigation Revenue Optimization CERTIFICATIONS & LICENSES• Accredited Asset Management Specialist (AAMS)• Accredited Investment Fiduciary (AIF)• Cash Balance Consultant (CBC)• Certified Exit Planning Advisor (CEPA)• Certification for Long Term Care (CLTC)• Certified Value Builder (CVB)• Retirement Income Certified Professional (RICP)• FINRA Series SIE, 7, 24, 63, 79, 82• FL 215 - Life Insurance with Annuity & Health• FL Real Estate Sales Associate - SL689638• FL Mortgage Loan Originator #388277• FL 2044 Personal Lines Property & Casualty• FL Notary PublicPhilosophy of Business - To bring independent resources to the specific needs of my client families. Customer Focus - Serving Individual & Family BusinessesFeel free to reach out to me via email or phone. Thank-you!Briano Callanan Financial Advocates does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.o Asset Allocation does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk.o Brian P. Callanan is a Registered Representative of Finalis Securities LLC. Member FINRA / SIPC.
Callanan Financial Advocates
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Ceo And PresidentCallanan Financial AdvocatesFort Lauderdale, Fl, Us
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Ceo & PresidentCallanan Financial Advocates Feb 2014 - PresentIndependent Financial Advisor & Business Exit Planning ConsultantEstate Planning Solutions with Life Insurance, Structured Settlements and Annuities.Business Owner - Succession Planning & Structured Settlements & Premium FinancingExecutive Benefits - Deferred Income & Key Man InsurancePre & Post Retirees - Guaranteed Lifetime IncomeProtect & Preserve Wealth - Estate PlanningLong Term Care Planning*Existing Policies Reviewed - Liquidity Opportunities via Life Settlements (Sell your Policy)**Previously-Owned Annuities. These are unique because they offer above average rates of return without the risk associated with the equity markets. Today Previously-Owned Secondary Market Annuities constitute one of the three main drivers of our business. Real Estate - Residential & Commercial - Purchase and SalesReal Estate Mortgages - Residential & Commercial - A-Paper, Non-QM, Investor and Foreign National
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Financial AdvisorRaymond James Oct 2018 - Jun 2020St. Petersburg, Florida, UsWho Our Advisors ServeYOU.A Raymond James Advisor's Valued Client.Raymond James advisors serve a wide range of clients with a variety of financial planning needs. Individuals and families, business owners and institutions. Your Raymond James advisor has the expertise to guide you through the range of financial services and products available to you. No challenge is too big. No detail is too small. As stewards of the client-focused principles on which Raymond James was founded, our advisors are dedicated to helping you plan for and strive toward your goals.Our full-service capabilities include: FAMILIES & INDIVIDUALS• Investment Management• Financial & Retirement Accounts• Estate, Charitable Giving & Trust• Banking & Lending• College Savings Plans• InsuranceBUSINESS OWNERS• Investment Management• Retirement Plans• Executive Consulting Services• Capital Markets• Estate, Charitable Giving & Trust• Banking & Lending• Cash ManagementCORPORATIONS & INSTITUTIONS• Investment Banking• Capital Markets• Public Finance• Brokerage Services• Institutional Consulting• Merchant Banking• Tax Credit Funds• Raymond James BankRaymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., member New York Stock Exchange/SIPC -
Financial Services Representative & Investment Advisor RepresentativeMetlife Premier Client Group Of Florida Aug 2015 - Jan 2016• Retirement Income Planning – Leverage Advanced Markets team to build financial plans.• Executive Benefits – Exit Strategies, Employee Retention, Succession Planning.• Asset Protection – Tax Optimization, Income Protection, Life Insurance and Long Term Care.• Investment Management – Portfolio Analysis, Growth Strategies, Principal Protection.
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Insurance Advisor - Retirement Income Planning (Contract)Howard Kaye Insurance Agency, Llc. May 2014 - Aug 2015Boca Raton, Florida, UsThe Nation's Foremost Authority on Wealth Creation, Preservation and DistributionEstate Planning Solutions with Life Insurance, Structured Settlements and Annuities.Business Owner - Succession Planning & Structured Settlements & Premium FinancingExecutive Benefits - Deferred Income & Key Man InsurancePre & Post Retirees - Guaranteed Lifetime IncomeProtect & Preserve Wealth - Estate PlanningLong Term Care Planning*Existing Policies Reviewed - Liquidity Opportunities via Life Settlements (Sell your Policy)**Previously-Owned Annuities. These are unique because they offer above average rates of return without the risk associated with the equity markets. Today Previously-Owned Secondary Market Annuities constitute one of the three main drivers of our business. -
Senior Wealth Strategy Associate - Private Wealth ManagementUbs Financial Services, Inc. Nov 2011 - Feb 2014Zurich, Ch• Wrote Marketing Plan & Budget for Florida’s # 1 Financial Advisor, a Barron’s Top 10 Advisor.• New AUM - $100MM• An abrupt vacancy prompted me to step into a leadership position and troubleshoot problems.• Executed all the logistics, implemented structures for measuring all results and led many of the 100+/- public seminars held showcasing our comprehensive wealth management methodologies.• Created strategic alliances with the institutional fund managers & negotiated $60K for underwriting marketing plan, a wholesaler contribution increase of 123% compared to...• Lowered average monthly marketing expense by 61% -
Investment Banker -Catalyst Financial Feb 2011 - May 2011Boca Raton, Fl, Us• A full service pure Investment Banking firm serving the emerging growth and middle market companies assisting in mergers & acquisitions (both buy and sell) as well as capital raising (both debt and equity) (public and private) and a variety of advisory type matters.• Generated an offer for a $50MM project in less than 90 days. -
Investment Banker -Grandview Capital Inc. Jan 2010 - Feb 2011• Worked directly with the Compliance Officer, an 18 yr. veteran, Registered Principal and President.• Responsible for creating exposure and funding for small and micro-cap companies migrating from private to public platforms. We represented US, Chinese and Brazilian companies.• Networked into the executive level circles of ACG of S. Florida, Tampa, Boston and Chicago (HQ).
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Business Solutions ConsultantVerizon Business Dec 2006 - Jan 2009Basking Ridge, Nj, Us• Consistently remained above 100% quota. Negotiations were multi-faceted with vendors and clients.• Personal Sales in excess of $3 Million.• Garnered awards for Largest Sale, Largest Solution Sale, and Internal MVP (voted by peers).• Sold to Global, National and Regional key accounts; our complex portfolio of Enterprise Level IT applications of hardware, software and services. Project Management skills were paramount.• Team leadership produced success with virtual members contributing to measurable goals.• Apprised management team of processes necessary to facilitate global application design, pricing, discounting, and funding. Product Management skills were indispensable.• Facilitated explosive growth by cultivating strategic relationships with best in class manufacturers such as Cisco, EMC, AVAYA, Siemens, HP, and DELL. • Responsible for Strategic Planning, Business Analysis and Forecasting of client accounts. -
RealtorColdwell Banker Jun 2000 - Oct 2007Madison, Nj, Us• Member of team that sold $30M+ annually and ranked in top .5% of company internationally. • Interfaced with commercial brokers with product and portfolios across multiple product sets including office, apartments, land, marinas, REO, gas stations, and condos.• Managed Properties within my personal portfolio and anticipated the downward trend of the market.
Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp® Skills
Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp® Education Details
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College For Financial PlanningInvestment Management -
The American College Of Financial ServicesRetirement Income
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Framingham State UniversityMa Certificate To Teach - Secondary Education
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Massachusetts College Of Liberal ArtsEducation
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Arlington CatholicCollege Prep
Frequently Asked Questions about Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp®
What company does Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp® work for?
Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp® works for Callanan Financial Advocates
What is Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp®'s role at the current company?
Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp®'s current role is CEO and President.
What is Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp®'s email address?
Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp®'s email address is br****@****ubs.com
What schools did Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp® attend?
Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp® attended College For Financial Planning, The American College Of Financial Services, Framingham State University, Massachusetts College Of Liberal Arts, Arlington Catholic.
What skills is Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp® known for?
Brian P. Callanan Aams®, Aif®, Cbc®, Cepa®, Cltc®, Cvb®, Ricp® has skills like Leadership, Networking, Financial Advisory, Presentation Skills, Banking, Investments, Business Development, Communication, Stocks, Marketing, Written Communication, Insurance.
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