James Callahan (CFA, CFP®)

James Callahan focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

NAPFA Start Date

January 05, 2021


This Office

7900 E Union Ave Ste 1100 Denver, CO 80237-2746 Phone: 720-610-7345