Dan Callahan, CFA
Partner & Chief Investment Officer at Capasso Planning Partners- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Charleston, South Carolina Metropolitan Area
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Bio
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Credentials
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Zoe Certified Financial Advisor
Zoe FinancialMar, 2019- Sep, 2024 -
Chartered Financial Analyst (CFA)
CFA Institute -
Series 65
Financial Industry Regulatory Authority (FINRA)
Experience
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Capasso Planning Partners
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United States
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Financial Services
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1 - 100 Employee
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Partner & Chief Investment Officer
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Feb 2019 - Present
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Education
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College of Charleston
Bachelor's Degree, Finance -
2002 - 2006
Chagrin Falls High School
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