Max Callaghan, Financial Advisor located in Cameron Park, CA

Financial Advisor
Max Callaghan

CFP®, AAMS®
3108 Ponte Morino Dr Ste 150, Cameron Park, CA 95682opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Mountain Biking
  • Skiing
  • Traveling
  • Wine Collecting/Enthusiast
  • Community Outreach

Team Members

  • Virginia Smith
    Sr. Branch Office Administrator
  • Cristen Carlentini
    Branch Office Administrator
  • Connor Kelly
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 01:00PM
Sat Closed
Sun Closed

Phone

(530) 676-9399

Fax

(877) 479-7184

Office Address

3108 Ponte Morino Dr Ste 150
Cameron Park, CA 95682opens in a new window

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