Interview with Jim Callahan, CFP, CFA Founder & Managing Partner of Saza Wealth Partners

Jim advises small business owners and high-earning executives on their personal wealth so that they can focus on their business goals. After witnessing the growing gap between clients’ and advisors’ interests, he designed and launched his firm, Saza Wealth Partners, in 2020 to align technology with relationships and deliver win-win results. Jim brings over 25 years of investment and financial planning experience. He earned his bachelor’s degree in economics from Santa Clara University and an MBA from the University of Michigan’s Ross School of Business
Learn More: http://www.sazawealth.com

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Source: https://businessinnovatorsradio.com/interview-with-jim-callahan-cfp-cfa-founder-managing-partner-of-saza-wealth-partners