Max Callaghan Email & Phone Number

Though my first priority is to help clients find the best financial and wealth strategies for their situations, I never forget that each family’s quality of life depends on more than numbers. Every client we meet has personal goals, dreams, and priorities that deserve our attention, and we consider each person an extension of our family who deserves our care and respect. We aim to educate and guide our clients toward effective strategies for managing their finances, allocating resources, and devising estate and legacy strategies. I have been fascinated by the world of finance since my childhood, when my father advised me to purchase $1,500 of AT&T with the savings from my first job at the age of 14. I am a natural fit with Edward Jones and have worked for the firm for 30 years, the past 20 in California. In 2011, I was named a regional leader with responsibility to lead more than 60 branch teams in Northern California. In 2014, I became an Edward Jones principal and in 2024 I returned to a full time financial advisor role. My wife and I enjoy the outdoors and are kept busy raising our four children and enjoying their many activities. My goal is to be a trusted financial advisor for my clients. If you would like a second opinion on your portfolio and retirement plans, please contact me and I will be happy to let you know how I might help./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include 401K Rollovers, Iras, Retirement, Wealth Management, and 11 others.

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  Penn State University

  Finance, General