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Elliot Kallen Wealth Manager | Registered Principal

For more than three decades, Elliot has provided customized wealth management solutions for entrepreneurs, business owners, retirees, and Millennials.

Elliot and his wife, Tammy, are passionate about giving back to the community through their 501(c)(3) foundation, A Brighter Day. Through his partnership with A Brighter Day Charity, the Kallen family has helped local teens and young adults recognize and access resources to cope with the risks of Stress and Depression.

He enjoys spending his free time with his family. Some of his hobbies include cooking, wine, golf, Travel, and studying history.

He lives in Lafayette, California with his wife, step-daughter, and grandson.

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Investing In The Future Of Healthcare | Michael Mcnurney &Raquo; Hqdefault 592
Investing in the Future of Healthcare | Michael McNurney

In this episode, Elliot welcomes Michael McNurney, equity specialist at Janus Henderson to discuss insights into Investing in the future of healthcare. Discover the opportunities and risks associated …

In this episode, Ell…

In this episode, Elliot welcomes Michael McNurney, equity specialist at Janus Henderson to discuss insights into investing in the future of healthcare. Discover the opportunities and risks associated with investing in biotech, pharmaceutical, and medical device companies at various stages of development. Learn how Janus Henderson's expert analysts navigate this complex landscape to identify promising investment opportunities.

Listen · 29:47 Watch Now
Why Tariffs Matter: Trade, Manufacturing, And The U.s. Economy &Raquo; Elliot Profile Pic
Why Tariffs Matter: Trade, Manufacturing, and the U.S. Economy

Understanding the Economic Impact of TariffsTrade policies—especially tariffs—have been a major topic of discussion recently. Regardless of political perspectives, these policies can significa…

Understanding the Ec…

Understanding the Economic Impact of TariffsTrade policies—especially tariffs—have been a major topic of discussion recently. Regardless of political perspectives, these policies can significantly impact industries, markets, and investment strategies. The goal of this article is to explore how tariffs have shaped the U.S. Economy and what they mean for the future of American manufacturing and trade.We all want the United States to have a thriving economy—one that fosters Innovation, creates opportunities, and leads the world in new inventions. We also want to ensure that future …

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Yes, The Market Is Correcting—What Now? &Raquo; Elliot Profile Pic
Yes, the Market Is Correcting—What Now?

I’ve been receiving panicked calls about the current equity correction. Yes, several of the high-flying tech stocks (Magnificent 7) are down 6-14% this year, wiping out all gains since the November …

I’ve been receivin…

I’ve been receiving panicked calls about the current equity correction. Yes, several of the high-flying tech stocks (Magnificent 7) are down 6-14% this year, wiping out all gains since the November presidential election.As I’ve shared in my newsletters and Meet the Expert podcast (available on our website and all major platforms), 2025 was always set to be a volatile year—largely due to a volatile president. I believe this is just the first of three corrections we’ll see this year. However, I also believe we’ll finish 2025 higher than where we started. That’s 100% my opinion, b…

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How Automation Is Transforming The Shopping Experience | David Pinn &Raquo; Hqdefault 105
How Automation is Transforming the Shopping Experience | David Pinn

Explore how BrainCorp's automation solutions are set to redefine the Retail store experience. David Pinn, CEO of BrainCorp, explains how automating mundane tasks can free up employees to provide perso…

Explore how BrainCor…

Explore how BrainCorp's automation solutions are set to redefine the retail store experience. David Pinn, CEO of BrainCorp, explains how automating mundane tasks can free up employees to provide personalized service and create a differentiated shopping experience. Learn how brick-and-mortar stores can leverage automation to compete with online retailers and attract consumers back to physical stores.

Listen · 26:11 Watch Now
The Coach’s Coach: Achieving The Impossible With Robert Hargrove &Raquo; Mte Elliot Quote 2 Copy 1024X1024 1
The Coach’s Coach: Achieving the Impossible with Robert Hargrove

Welcome to Meet the ExpertIn this episode of Meet the Expert, Elliot Kallen sits down with Robert Hargrove, a globally recognized executive coach and author of Masterful Coaching.If you’re a…

Welcome to Meet the …

Welcome to Meet the ExpertIn this episode of Meet the Expert, Elliot Kallen sits down with Robert Hargrove, a globally recognized executive coach and author of Masterful Coaching.If you’re a CEO, entrepreneur, or business leader, you might wonder: What separates high-achievers from everyone else? Is it raw talent, strategic thinking, or something deeper?Robert shares his insights into how top executives and business owners break past their limits, develop a competitive edge, and achieve the impossible. He explains why even the most talented leaders need coaching and how the right…

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Driving 9X Growth In A 75-Year-Old Company &Raquo; Mte Elliot Quote 2 1024X1024 1
Driving 9x Growth in a 75-Year-Old Company

How CEO Stephen Blue Transformed Miller Ingenuity into a Global LeaderIn this episode of Meet the Expert, Elliot Kallen sits down with Stephen Blue, CEO of Miller Ingenuity, an international manuf…

How CEO Stephen Blue…

How CEO Stephen Blue Transformed Miller Ingenuity into a Global LeaderIn this episode of Meet the Expert, Elliot Kallen sits down with Stephen Blue, CEO of Miller Ingenuity, an international manufacturer in the railroad industry.Taking a 75-year-old company and driving 9x Growth is no small feat. But that’s exactly what Stephen Blue has done—proving that even in a traditional industry, innovation and strategic leadership can fuel major success.If you’re a business owner, CEO, or entrepreneur, this episode is packed with insights on:How to modernize and scale a Legacy bus…

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The Coach'S Coach: Achieving The Impossible With Robert Hargrove &Raquo; Bc53A0518D02Ca708Bee97A8B88E1Ef5 1
The Coach's Coach: Achieving the Impossible with Robert Hargrove

Join Elliot Kallen as he sits down with Robert Hargrove, the "coach's coach" and bestselling author of "Masterful Coaching." In this conversation, Hargrove shares his Wisdom on how coaching can help i…

Join Elliot Kallen a…

Join Elliot Kallen as he sits down with Robert Hargrove, the "coach's coach" and bestselling author of "Masterful Coaching." In this conversation, Hargrove shares his wisdom on how coaching can help individuals and organizations achieve the impossible. Learn about the importance of character skills, daring to dream, and maintaining a beginner's mind in the pursuit of excellence. Hargrove also discusses the fine art of coaching, and how to navigate the delicate balance between learning and defensive routines.

Listen · 28:52
The Coach'S Coach: Achieving The Impossible With Robert Hargrove &Raquo; Hqdefault 1561
The Coach’s Coach: Achieving the Impossible with Robert Hargrove

Join Elliot Kallen as he sits down with Robert Hargrove, the "coach's coach" and bestselling author of "Masterful Coaching." In this conversation, Hargrove shares his wisdom on how…

Join Elliot Kallen a…

Join Elliot Kallen as he sits down with Robert Hargrove, the "coach's coach" and bestselling author of "Masterful Coaching." In this conversation, Hargrove shares his wisdom on how coaching can help individuals and organizations achieve the impossible. Learn about the importance of character skills, daring to dream, and maintaining a beginner's mind in the pursuit of excellence. Hargrove also discusses the fine art of coaching, and how to navigate the delicate balance between learning and defensive routines.

Watch Now
Investor Sentiment &Amp; Couple’s Financial Planning &Raquo; Elliot Profile Pic
Investor Sentiment & Couple’s Financial Planning

With February being the month of Valentine’s Day, it’s the perfect time to talk about how couples can align their financial goals. At the same time, with markets shifting and economic uncertainty …

With February being …

With February being the month of Valentine’s Day, it’s the perfect time to talk about how couples can align their financial goals. At the same time, with markets shifting and economic uncertainty ahead, it’s important to understand how investor sentiment plays a role in your long-term financial future.What Is Investor Sentiment?Investor sentiment—also called market sentiment—is the overall mood of investors toward a particular market or economy. It reflects the collective optimism or pessimism of investors about future performance, influencing investment decisions.This is…

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Driving 9X Growth In A 75-Year-Old Company | Steve Blue &Raquo; Hqdefault 439
Driving 9X Growth in a 75-Year-Old Company | Steve Blue

Discover the secrets to success from Steve Blue, CEO of Miller Ingenuity, who has achieved a remarkable 900% increase in earnings before taxes. In this insightful interview, Blue shares his strategies…

Discover the secrets…

Discover the secrets to success from Steve Blue, CEO of Miller Ingenuity, who has achieved a remarkable 900% increase in earnings before taxes. In this insightful interview, Blue shares his strategies for fostering innovation, expanding internationally, and maintaining a competitive edge in the railroad industry. Learn how to transform your business, no matter how traditional or "stale" it may seem.

Listen · 30:12 Watch Now
The Business Of Winemaking With Bill Wilson &Raquo; Mte Elliot Quote 1 5 1024X1024 1
The Business of Winemaking with Bill Wilson

IntroductionIn this episode of Meet the Expert with Elliot Kallen, we explore the fascinating business of winemaking with Bill Wilson, owner of Wilson Creek Winery in Temecula, California. From entrep…

IntroductionIn this …

IntroductionIn this episode of Meet the Expert with Elliot Kallen, we explore the fascinating business of winemaking with Bill Wilson, owner of Wilson Creek Winery in Temecula, California. From entrepreneurship to wine trends, Bill shares the journey of building a successful winery from scratch. Whether you’re a wine enthusiast, aspiring entrepreneur, or curious about the business of winemaking, this episode has something for everyone.Watch the Video HereDiscovering Temecula Wine CountryElliot Kallen: “Where is Temecula, and how do people find your winery?”Bill …

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The Business Of Wine: Lessons In Entrepreneurship From Wilson Creek Winery'S Founder | Bill Wilson &Raquo; Hqdefault 537
The Business of Wine: Lessons in Entrepreneurship from Wilson Creek Winery’s Founder | Bill Wilson

The Business of Wine: Lessons in Entrepreneurship from Wilson Creek Winery's Founder | Bill Wilson!**From Finance to Fine Wine: Bill Wilson’s Journey to Building Wilson Creek Winery**Building a…

The Business of Wine…

The Business of Wine: Lessons in Entrepreneurship from Wilson Creek Winery's Founder | Bill Wilson!**From Finance to Fine Wine: Bill Wilson’s Journey to Building Wilson Creek Winery**Building a successful business requires more than just passion—it demands grit, determination, and bold risk-taking. In this inspiring episode, we sit down with **Bill Wilson**, founder of **Wilson Creek Winery**, to learn how he turned his dream into one of Temecula, California’s most beloved wineries.Discover how Bill transitioned from a career in finance to pursue his passion for winemaking, desp…

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The Business Of Wine: Lessons In Entrepreneurship From Wilson Creek Winery'S Founder | Bill Wilson &Raquo; Hqdefault 537
The Business of Wine: Lessons in Entrepreneurship from Wilson Creek Winery’s Founder | Bill Wilson

Building a successful business takes grit, determination, and a willingness to take risks. In this episode, we sit down with Bill Wilson, the founder of Wilson Creek Winery in Temecula, California. Di…

Building a successfu…

Building a successful business takes grit, determination, and a willingness to take risks. In this episode, we sit down with Bill Wilson, the founder of Wilson Creek Winery in Temecula, California. Discover how Bill transitioned from a career in finance to pursue his passion for winemaking, despite having no prior experience in the industry. Learn about the challenges he faced, the risks he took, and the unwavering determination that led to the success of Wilson Creek Winery. Get inspired by Bill's entrepreneurial spirit and his dedication to creating a unique wine experience for visitors from…

Watch Now
The Business Of Wine: Lessons In Entrepreneurship From Wilson Creek Winery'S Founder | Bill Wilson &Raquo; Bc53A0518D02Ca708Bee97A8B88E1Ef5
The Business of Wine: Lessons in Entrepreneurship from Wilson Creek Winery's Founder | Bill Wilson

Building a successful business takes grit, determination, and a willingness to take risks. In this episode, we sit down with Bill Wilson, the founder of Wilson Creek Winery in Temecula, California.…

Building a succes…

Building a successful business takes grit, determination, and a willingness to take risks. In this episode, we sit down with Bill Wilson, the founder of Wilson Creek Winery in Temecula, California. Discover how Bill transitioned from a career in finance to pursue his passion for winemaking, despite having no prior experience in the industry. Learn about the challenges he faced, the risks he took, and the unwavering determination that led to the success of Wilson Creek Winery. Get inspired by Bill's entrepreneurial spirit and his dedication to creating a unique wine experience for visitors f…

Listen · 38:31
Mastering Real Estate Cycles With Scott Scherer &Raquo; Mte Elliot Quote 1 2 1024X1024 1
Mastering Real Estate Cycles with Scott Scherer

IntroductionIn this episode of Meet the Expert with Elliot Kallen, we explore the dynamic world of Real Estate cycles, focusing on the investment opportunities and challenges of private real Estate de…

IntroductionIn this …

IntroductionIn this episode of Meet the Expert with Elliot Kallen, we explore the dynamic world of real estate cycles, focusing on the investment opportunities and challenges of private real estate deals. Elliot Kallen sits down with Scott Scherer of Shopoff Realty Investments, a firm with over $4 billion in transactions, to discuss innovative approaches to real estate investing, including mall redevelopment, housing shortages, and tax-efficient strategies.Watch the Episode HereUnderstanding Public vs. Private Real Estate InvestmentsElliot Kallen: “What’s the diffe…

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Social Security Changes 2025: Everything You Need To Know &Raquo; Social Security Changes
Social Security Changes 2025: Everything You Need to Know

The constant rise in inflation rates is troubling a majority of Americans, who have started to question their financial goals, especially the ones relying on Social Security benefits.With more tha…

The constant rise in…

The constant rise in inflation rates is troubling a majority of Americans, who have started to question their financial goals, especially the ones relying on Social Security benefits.With more than 7.25 million Americans benefiting from Social Security and Supplemental Security Income (SSI), the recent changes announced by The Social Security Administration (SSA) came as a relief for retirees and high-earning workers. While it is a great piece of news, it never hurts to revisit your budget and adjust your finances to make the most of these changes, especially if you are a retiree. We …

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Mastering Real Estate Cycles | Scott Scherer &Raquo; B7C523864Fda4Fcf35Cd81624493F72E
Mastering Real Estate Cycles | Scott Scherer

How do you turn underperforming real estate into a billion-dollar opportunity? Scott Scherer shares the secrets behind Shopoff Realty's success in converting distressed properties into premium develop…

How do you turn unde…

How do you turn underperforming real estate into a billion-dollar opportunity? Scott Scherer shares the secrets behind Shopoff Realty's success in converting distressed properties into premium developments. Learn how this innovative firm identifies undervalued assets, navigates the entitlement process, and sells to big-name builders for substantial profits. Plus, find out how you can get involved as an investor.

Listen · 32:26 Watch Now
The $100 Billion Opportunity: Investing In Cannabis Real Estate &Raquo; Mte Elliot Quote 1 1 1024X1024 1
The $100 Billion Opportunity: Investing in Cannabis Real Estate

IntroductionThe cannabis industry is evolving rapidly, with significant opportunities for investors and businesses alike. In this episode of Meet the Expert with Elliot Kallen, we dive into the real e…

IntroductionThe cann…

IntroductionThe cannabis industry is evolving rapidly, with significant opportunities for investors and businesses alike. In this episode of Meet the Expert with Elliot Kallen, we dive into the real estate side of the cannabis market—a lesser-known but pivotal aspect of this burgeoning industry. Elliot Kallen speaks with Anthony Coniglio, CEO of New Lake Capital Partners, about the challenges, opportunities, and future of cannabis real estate investments.Watch the Video HereCannabis Real Estate: A Capital-Intensive OpportunityElliot Kallen: “What does it mean to ha…

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