Callahan Ceplenski, CFP®
Vice PresidentServing as an advisor in our Melville, NY office, Callahan has nearly a decade of experience in financial, investment, and tax planning for high-net worth individuals. With a focus on comprehensive financial planning and expertise in philanthropic giving and executive stock planning, he strives to help individuals and families meet their financial objectives.
Callahan holds the Certified Financial Planner® designation and earned a degree in accounting and business administration from Florida Southern College.
Currently residing in Patchogue, NY, he enjoys spending time with family, golfing, and traveling.
Previous Experience
- Wealth Advisor at Focus Partners Wealth (formerly The Colony Group)
- Tax Senior at Wolf & Company, P.C.
- Tax Associate at Andersen Tax
Education & Credentials
- BS, Florida Southern College, Accounting and Business Administration
- Certified Financial Planner®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
