Key Advisors
Mark Callahan
Mark has served clients as a registered financial advisor since1994, and founded Callahan Financial Solutions in 2004. The company and personal goal is to provide clients as much certainty as possible through conservative planning*.
Mark assists business owners, retirees, and professional athletes and coaches across the country.
Licensing & Registrations
- Series 63 - Blue Sky - State Registration
- Series 7 - General Securities
- Series 65 - Investment Advisors
- Series 24 - Registered Principal
- Insurance - Life and Variable Products
*Mark Callahan offers securities and investment advisory services through SagePoint Financial, Inc.
Tucker Callahan
Tucker joined Callahan Financial Solutions in 2009 and has worked on marketing and business development initiatives. Tucker received his degree in Communications with a Business minor from the University of Alabama.
Tucker was a full scholarship football athlete at the University of Oregon, and finished his athletic career at the University of Alabama.
Tucker's emphasis at Callahan Financial Solutions is to focus on growing and managing our services to professional athletes. Injury ended his athletic career and he can relate to athletes that planning for the unexpected is sensible, even while we hope it proves unneccessary.
Licensing & Registrations
- Series 63 - Blue Sky - State Registration
- Series 6 - Investment Company Product/ Variable Annuites
- Series 65 - Investment Advisors
- Insurance - Life and Variable Products
Tucker Callahan is a Registered Assisant with SagePoint Financial, Inc.