CoverProfile

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

View more

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

More profiles to browse

Profile Photo
Charlie Capasso
Co-Founder, Financial Advisor, Owner & Managing Partner

You Might Like

ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
PM
Prtima MISHRA1
Software Engineer
PA TEST