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Dan Callahan

Partner & Chief Investment Officer

Capasso Planning Partners

United States, South Carolina, Charleston

About Me

Dan Callahan is a partner and financial advisor at Capasso Planning Partners. As a fee-only advisor, Dan has always believed that the best way to serve his clients and solve their unique financial challenges is through objective, unbiased advice. Dan has extensive experience working in all areas financial planning, including retirement planning, investment management, tax planning, estate planning and risk management. Prior to joining Capasso Planning Partners, Dan worked for a large fee-only investment advisory firm as a senior advisor and portfolio manager. Here, his focus included managing clients investment portfolios, developing financial plans, implementing wealth management strateg

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Profile Information

Partner & Chief Investment Officer

Capasso Planning Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Charleston

South Carolina

United States

Jul 14, 2025

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