Trevor Callan, CIMA®, CPWA®

Managing Partner

[email protected]
San Diego, CA

Education & Accreditation

  • San Diego State University, B.S. Finance
  • Certified Investment Manager Analyst (CIMA)
  • Certified Private Wealth Advisor (CPWA)

As a Managing Partner at AlphaCore Wealth Advisory, Trevor brings extensive experience in wealth management and strategic planning, playing a key role in shaping the firm’s strategic direction and client service model. Trevor oversees the firm’s growth initiatives, driving operational excellence and cultivating a client-first culture. With a strong background in wealth management, Trevor’s leadership is integral to AlphaCore’s commitment to providing customized, comprehensive financial solutions for high-net-worth individuals and families.

Prior to joining AlphaCore, Trevor was a Managing Partner and Co-Founder of Callan Capital. Trevor also spent 13 years at Merrill Lynch, where he was the first advisor in San Diego to represent the Merrill Lynch Private Banking and Investment Group (PBIG), which focuses on clients with liquid assets exceeding $10 million. His financial advisory career began in 1992 with Shearson Lehman Brothers.

Trevor holds a B.S. in Finance from San Diego State University and has earned both the Certified Investment Management Analyst® (CIMA®) designation from the Wharton School and the Certified Private Wealth Advisor® (CPWA®) designation from the University of Chicago Booth School of Business.
Outside of his professional work, Trevor is passionate about philanthropy. He co-founded the Equinox Center, a nonprofit dedicated to promoting environmentally sustainable practices in San Diego, and the PEERS Network, a philanthropic group of young entrepreneurs that has raised over $1 million for charity since 2009. Trevor has also served on the boards of San Diego Social Venture Partners and the La Jolla Music Society. Trevor lives in La Jolla with his wife, Tanica, and their children, Jade and Smith.

* Indicates a required field

I am interested in learning about the services of AlphaCore Capital LLC (dba AlphaCore Wealth Advisory, (“AlphaCore”)), an SEC registered investment adviser. By submitting my name and phone number (which I intend and agree will constitute my electronic signature for the purpose of agreeing to this consent), I expressly consent to be contacted by AlphaCore by phone, email, and/or SMS text message, even if the number I provide is on a Federal and/or a state "Do Not Call" list. I represent that I am authorized to provide this consent on behalf of the phone number provided and that such consent is given voluntarily. I understand that I am not required to enter into this consent as a condition of purchasing any property, goods, or services.

For text, message and data rates may apply. You may reply “STOP” at any point to opt out of further messaging. This consent is effective unless and until revoked by you, which may be done at any time by emailing [email protected], by calling 858-875-4100, or by notifying the AlphaCore representative that calls you.

You may request a copy of this consent or our privacy policy to be emailed or mailed to you by contacting us. Click here to read AlphaCore's privacy policy.

This field is for validation purposes and should be left unchanged.