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EMPOWERING INDIVIDUALS AND BUSINESSES TO THRIVE FINANCIALLY

Unleash your financial potential. Empower yourself and your business to thrive
with expert guidance and innovative solutions.

Our Services
Contact Us

EMPOWER YOUR FINANCES.


6+ YEARS OF SUCCESS

Years of trusted guidance. Building financial wellness for individuals,
families, and businesses, backed by years of proven success.

Partner With Us


0+

Corporate Partners


6+

Years of Life Planning Experience


0+

Individual Partners


5+

Licensed Life Planners

GROW YOUR BUSINESS WITH


OUR SERVICES

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LIFE INSURANCE

Peace of mind for you, protection for them. We offer individual and business
life insurance to fit your unique needs.


HMO

Empower your well-being with our personalized HMO solutions. We care for you and
your team.


ESTATE PLANNING

Secure your legacy. Ensure your wishes are met with our expert estate planning
services.


FINANCIAL PLANNING

Navigate your financial future with confidence. Our experienced planners create
personalized solutions to achieve your goals.


INVESTMENT PLANNING

Grow your wealth with confidence. Let our skilled advisors guide your investment
journey.


EDUCATIONAL PLANNING

Secure your child's future, today. Explore our personalized educational planning
solutions to pave the way for their dreams.



MEET THE CALLENA TEAM


OUR TEAM OF EXPERTS, UNITED BY DEDICATION, TAILORS SOLUTIONS BUILT SPECIFICALLY
FOR YOU.


MA DARYL CALLAO

Professional Financial Advisor (PFA) - LIMRA


KRISTINE JAVELLANA

Corporate Solutions Specialist


MIGUEL RODALEX CALLAO

Next Gen Life Planner

About Us

EXCITING THINGS ARE HAPPENING!


GET THE LATEST NEWS

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CAREER STEP UP!

Via ZOOM

HIRING!

Life Planners

FB FOLLOWERS!

200 Followers Milestone

DAILY INSPIRATION!

Power of Laughter

WHAT OUR CLIENTS SAY


TESTIMONIALS

ENGINEERING MANAGER


ALICE MAGNO

Before working with Callena, I felt lost in the world of finance. Now, I have a
clear roadmap for my future thanks to their personalized advice and educational
resources. My confidence has skyrocketed!

INTERIOR DESIGNER


NATHAN MARSHALL

After a lifetime of hard work, I finally feel secure in my retirement thanks to
Callena. They helped me navigate complex financial decisions and set me up for a
comfortable future. I finally have peace of mind.

ARCHITECT


EMA ROMERO

We were worried about affording our children's education, but Callena created a
customized plan that eases our concerns. They helped us prioritize our savings
and make smart choices for our family's future.

MANAGER


ANN SMITH

As a business owner, financial planning can be overwhelming. Callena became my
trusted partner, providing expert guidance and innovative solutions that helped
my business flourish. They understand the unique challenges entrepreneurs face.


FREE CONSULTATION

Ready to Plan Together? Get Your Free Consultation Now!

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FREQUENTLY ASKED QUESTIONS

1. Who is Callena?

At Callena, we believe that everyone deserves the opportunity to thrive
financially. That’s why we provide individuals and businesses with the tools,
resources, and expert guidance they need to achieve their dreams.

2. How Callena can help you?

With our team of experienced professionals and innovative solutions, we empower
individuals and businesses to make informed financial decisions, build wealth,
and secure a brighter future.

3. Why partner with Callena?
 * For individuals, we offer personalized financial planning, educational
   resources, and investment strategies to help you reach your personal goals,
   like homeownership, retirement, or funding your child’s education.
 * For businesses, we provide comprehensive financial solutions, from risk
   management and cash flow planning to strategic growth and investment advice.

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