Callan Smith, Vice President, Financial Planning for Bley Investment Group, has over 10 years of experience in financial planning. Prior to joining Bley, Callan worked at a boutique financial planning practice in Solana Beach, California catering primarily to high-net-worth individuals. She built lasting relationships with clients, frequently advising on the most complex retirement plans. Callan has a bachelor’s degree from Saint Mary’s College in Moraga, California. During her time at Saint Mary’s, she also studied at Middlesex University in London, United Kingdom. Additionally, Callan received a graduate certificate in Personal Financial Planning from San Diego State University’s Fowler College of Business. She has maintained her Series 7 Financial Securities License since 2012. As a military spouse, Callan has volunteered in various capacities during her husband’s Marine Corps career, focusing primarily on improving the financial literacy of junior Marines and their families.
