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Caleb Callahan, CFP®

Caleb J. Callahan is the President and Chief Operating Officer for our partner, Valmark Financial Group. He is responsible for the overall business operations of the company including sales, marketing, operations and business development of the firm’s broad offering of insurance and investment products and services. Mr. Callahan is also Chairman of Valmark’s Global Gift FundTM, which makes charitable contributions to non-profit organizations and ministries around the world. He is a frequent presenter at industry meetings such as the American Bar Association (ABA), the Million Dollar Round Table (MDRT), the Association for Advanced Life Underwriting (AALU), and the National Association of Insurance and Financial Advisors (NAIFA). He has also provided expert testimony to the United States Congress, Department of Labor (DOL) and National Association of Insurance Commissioners (NAIC). Mr. Callahan holds BSBA in Finance and a Minor in Economics from the University of Akron, where he was Valedictorian and graduated Summa Cum Laude. Along with Series 7, 24 and 66 registrations and Life, Health and Variable Annuity Licenses, Mr. Callahan is a CERTIFIED FINANCIAL PLANNERTM professional and a member of the Association for Advanced Life Underwriting (AALU).

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