Jim Callens joined GLH Financial in August 2011, and became a full partner of GLH&C Financial in August 2012, bringing with him all the resources, knowledge, and experience of his own former company, Callens Financial Group. By combining GLH Financial Services and Callens Financial Group, the two companies can make a broader array of knowledge and resources available to their clients, at no additional cost.
Jim began his career in the financial services industry in the late 1970’s. He served more than twenty years as an employee of GE Financial Advisors. His responsibilities at GE included management of territories and advisor teams.
While at GE, Jim achieved many leadership awards and received recognition for outstanding services. He has also continued to pursue his education in the financial field, including GE’s Six Sigma Quality Training program and the National Association of Life Underwriter’s 4-year LUTCF course. Most recently, Jim completed the Certified Financial Planning program at the University of California at Davis.
Jim is a member of the Financial Planning Association of Northern California and National Association of International & Financial Advisors (NAIFA). Jim has served as a board member of several nonprofit organizations, and has been involved in Cub Scouts Leadership and youth sports coaching. Jim is a resident of Folsom, CA. He and his wife, Melissa, and his four children, Jacob, Kristen, and Grant & Andrew (twins) enjoy outdoor activities, kayaking, bicycling, and vacationing at Lake Tahoe.
Compensation method: commission and fee.