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


Dan Callahan
Partner & Chief Investment Officer
Capasso Planning Partners
United States, South Carolina, Charleston
About Me
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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