How does CALLAPINA CAPITAL, LLC help clients – Key Takeaways:
Callapina Capital, LLC is a reputable financial advisor that offers valuable services to clients. They have a team of experts who cater to the diverse financial needs of their clients. This article will discuss key facts and insights about the company, their assets under management, the financial services they offer, client types they work with, fees and compensation, background, and important disclosures for clients to know.
Facts and Insights
Callapina Capital, LLC was founded in 2008 and has been in business for over a decade. In that time, they have managed to establish themselves as a leading financial advisory firm. Their team consists of experienced professionals who provide personalized and comprehensive financial planning services to their clients.
The company focuses on four main areas of financial planning – retirement planning, investment management, tax planning, and risk management. They work closely with each client to understand their unique financial situation and goals, and then provide tailored solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $500 million | 30 |
Financial Services Offered
Callapina Capital, LLC offers a wide range of financial services to their clients. These include:
- Retirement planning: They help clients plan for their future by creating a customized retirement plan tailored to their goals and needs.
- Investment management: They provide professional investment management services and advice to help clients achieve their financial goals.
- Tax planning: Their team of experts helps clients optimize their tax strategies and minimize their tax burden.
- Risk management: They work with clients to identify and manage potential risks to their financial well-being.
Client Types
Callapina Capital, LLC works with a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Retirees
- Trusts and estates
- Non-profit organizations
Fees & Compensation
Callapina Capital, LLC charges a fee for their services, based on a percentage of the assets under management. This fee structure is transparent and aligns their interests with those of their clients. They do not receive any commissions or kickbacks from recommending specific products, ensuring unbiased advice.
Background
The founder and CEO of Callapina Capital, LLC is a highly experienced financial advisor with over 25 years in the industry. The team consists of certified financial planners (CFPs), chartered financial analysts (CFAs), and other professionals with extensive knowledge and expertise in their respective fields.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or disciplinary actions regarding their financial advisor. In the case of Callapina Capital, LLC, there are no regulatory actions or disciplinary events to report on their record. This is a testament to their commitment to ethical and professional standards.
In conclusion, Callapina Capital, LLC is a trusted financial advisor that provides valuable services to their clients. With a solid track record and a team of experts, they are well-equipped to help individuals and businesses achieve their financial goals.