-John W. Cullum, CFP® Senior Advisor Charitable Estate Planning, Southeast American Heart Association
-Randy Forrester, FFL Chief Pilot, Jet Blue
-R. Steven Gorden, Senior Philanthropic Advisor, Florida St. Jude Children’s Research Hospital
-John W. Cullum, CFP® Senior Advisor Charitable Estate Planning, Southeast American Heart Association
-Randy Forrester, FFL Chief Pilot, Jet Blue
-R. Steven Gorden, Senior Philanthropic Advisor, Florida St. Jude Children’s Research Hospital
BRIAN P. CALLANAN IS YOUR PERSONAL CERTIFIED CHIEF EXIT OFFICER™ THAT
ACTUALLY ADVOCATES FOR YOU, THE BUSINESS OWNER.
3 out of 4 say they profoundly
regret the experience.
3 out of 4 say they profoundly
regret the experience.
There’s an old saying that goes: “It’s not the mountain we conquer but
ourselves.” – Sir Edmund Hillary(among the first climbers confirmed to have
reached the summit of Mount Everest)
I teach you how to conquer both.
But I don’t just point to where the summit is…
Or even just teach you wilderness survival skills
There’s an old saying that goes: “It’s not the mountain we conquer but
ourselves.” – Sir Edmund Hillary(among the first climbers confirmed to have
reached the summit of Mount Everest)
I teach you how to conquer both.
But I don’t just point to where the summit is…
Or even just teach you wilderness survival skills
I saw people lose their homes, families, and even their lives because of financial hardship.
This is why I made it my mission to educate and advocate for Business Owners to bring
about their understanding and financial freedom.
And most importantly…
Feel confident in the legacy they’re leaving behind and
take care of the ones they love.
I saw people lose their homes, families, and even their lives because of financial hardship.
This is why I made it my mission to educate and advocate for Business Owners to bring
about their understanding and financial freedom.
And most importantly…
Feel confident in the legacy they’re leaving behind and
take care of the ones they love.
– Brian P. Callanan (Boy Scout – Assistant Scoutmaster – Eagle Scout Advisor)
– Brian P. Callanan (Boy Scout – Assistant Scoutmaster – Eagle Scout Advisor)
THEN GO AHEAD AND…
THEN GO AHEAD AND…
Accredited Asset Management Specialist (AAMS)
Accredited Investment Fiduciary (AIF)
Cash Balance Consultant (CBC)
Certified Exit Planning Advisor (CEPA)
Certification for Long Term Care (CLTC)
Certified Value Builder (CVB)
Retirement Income Certified Professional (RICP)
Series 7, 24, 63, 66, 79, 82
FL 215 -Life Insurance with Annuity & Health
Florida Real Estate Sales Associate-SL689638
Florida Mortgage Loan Originator #388277
Florida Notary Public
Accredited Asset Management Specialist (AAMS)
Accredited Investment Fiduciary (AIF)
Cash Balance Consultant (CBC)
Certified Exit Planning Advisor (CEPA)
Certification for Long Term Care (CLTC)
Certified Value Builder (CVB)
Retirement Income Certified Professional (RICP)
Series 7, 24, 63, 66, 79, 82
FL 215 -Life Insurance with Annuity & Health
Florida Real Estate Sales Associate-SL689638
Florida Mortgage Loan Originator #388277
Florida Notary Public
Securities are offered through Finalis Securities LLC. Member FINRA / SIPC. Callanan Financial Advocates is not a registered broker-dealer, and Finalis Securities LLC and Callanan Financial Advocates are separate, unaffiliated entities. Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck
www.TheChiefExitOfficer.com (the "Callanan Financial Advocates Website") is a website operated by Callanan Financial Advocates, a privately held Florida limited liability company. Callanan Financial Advocates provides Estate Planning, Financial and Strategic Advisory, Consulting Services, Mergers and Acquisition Services, Fairness Opinions, Exit Planning and more.
© Copyright 2024 - Callanan Financial Advocates -All Rights Reserved.
Securities are offered through Finalis Securities LLC. Member FINRA / SIPC. Callanan Financial Advocates is not a registered broker-dealer, and Finalis Securities LLC and Callanan Financial Advocates are separate, unaffiliated entities.
| Finalis Business Continuity Plan
(the "Callanan Financial Advocates Website") is a website operated by Callanan Financial Advocates, a privately held Florida limited liability company. Callanan Financial Advocates provides Estate Planning, Financial and Strategic Advisory, Consulting Services, Mergers and Acquisition Services, Fairness Opinions, Exit Planning and more.
© Copyright 2023 - Callanan Financial Advocates
-All Rights Reserved.