Jim Callens
Partner at GLH&C Financial | Folsom, California, United States
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Jim Callens is a seasoned financial professional and a pivotal partner at GLH&C Financial, where he has been instrumental in shaping the firm’s comprehensive wealth management services since joining in August 2011. His transition to a full partner in August 2012 marked a significant milestone, as he brought with him a wealth of knowledge and resources from his previous venture, Callens Financial Group. With over a decade of experience in the financial services industry, Jim specializes in a broad array of areas, including retirement planning, investment management, and employee benefits, ensuring that clients receive tailored strategies that align with their unique financial goals.
At GLH&C Financial, Jim leads key projects aimed at enhancing client engagement and optimizing investment portfolios. His expertise in wealth management encompasses critical services such as IRAs, 401k rollovers, and fixed annuities, allowing him to provide clients with a holistic approach to their financial well-being. Jim is particularly passionate about educating clients on the importance of disability insurance and long-term care planning, recognizing that these elements are vital for securing a stable financial future.
Jim’s commitment to building long-term relationships with clients is evident in his personalized approach to financial planning. He believes that understanding each client’s aspirations and concerns is essential for crafting effective strategies that not only meet immediate needs but also foster sustainable growth. As a partner at GLH&C Financial, Jim continues to leverage his extensive expertise to guide individuals and businesses toward achieving their financial objectives, reinforcing the firm’s dedication to putting clients first. For more insights into Jim's approach and services, visit http://www.glhcfinancial.com/contact.
Partner at GLH&C Financial in August 2011 to Present
Wealth Manager at Callens Financial Group in January 2004 to November 2011
Financial Advisor at Ameritas Investment Corp in January 2003 to September 2011
Regional Manager at GE Financial in June 1989 to November 2003
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Retirement
Strategic Financial Planning
Wealth Management
Retirement Planning
Disability Insurance
401k
Finance
IRAs
Financial Advisory
Life Insurance
Financial Services
Small Business
401k Rollovers
Employee Benefits
Investment Management
Fixed Annuities
Long-term Care
Mutual Funds
Insurance
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Discover more about GLH&C FinancialWhat is Jim Callens email address?
Email Jim Callens at [email protected] and [email protected]. This email is the most updated Jim Callens email found in 2026.
What is Jim Callens phone number?
Jim Callens phone number is +18567941180 and +19169899352.
How to contact Jim Callens?
To contact Jim Callens send an email to [email protected] or [email protected]. If you want to call Jim Callens try calling on +18567941180 and +19169899352. (updated on October 30, 2024)
What company does Jim Callens work for?
Jim Callens works for GLH&C Financial
What is Jim Callens's role at GLH&C Financial?
Jim Callens is Partner
What industry does Jim Callens work in?
Jim Callens works in the Financial Services industry.
Jim Callens Email Addresses
Jim Callens Phone Numbers
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