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Jim Callahan , CFP®, CFA

Partner

Denver

Client Advisory

Biography

Jim Callahan is a Partner & Wealth Advisor in the Denver office. He is a member of the Denver 4 team, applying his 30 years of investment industry experience in providing comprehensive investment and wealth management to high-net-worth families.

Prior to joining Cerity Partners, Jim was a Senior Advisor with JFG Family Office where he advised high-net-worth and ultra-high-net-worth families. He also served on the firm’s Investment Committee as a voting member.

In his spare time, Jim enjoys golfing, hiking, and travelling with his wife, Rebecca, now that their two teenagers are both in college.

Learn more about my practice.

Education

  • MBA, Univ. of Michigan Ross School of Business
  • BS (Economics), Santa Clara University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Analyst (CFA)

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.