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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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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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The $100 Billion Opportunity: Investing In Cannabis Real Estate | Anthony Coniglio &Raquo; B7C523864Fda4Fcf35Cd81624493F72E 1
The $100 Billion Opportunity: Investing in Cannabis Real Estate | Anthony Coniglio

Anthony Coniglio, CEO of NewLake Capital Partners, explains how investing in cannabis real estate is similar to the "picks and shovels" approach during the gold rush. Rather than investing directly in…

Anthony Coniglio, CE…

Anthony Coniglio, CEO of NewLake Capital Partners, explains how investing in cannabis real estate is similar to the "picks and shovels" approach during the gold rush. Rather than investing directly in cannabis companies, NewLake Capital Partners focuses on providing the necessary real estate infrastructure for the industry to thrive. Discover the advantages of this investment strategy and the current state of the cannabis real estate market.

Listen · 25:39 Watch Now
How Recycled Tires Are Transforming Industries With Chris Hare &Raquo; Mte Elliot Quote 1 1024X1024 1
How Recycled Tires Are Transforming Industries with Chris Hare

Old, recycled tires are more than just waste—they’re a resource waiting to be reclaimed. In this episode of Meet the Expert, Elliot Kallen sits down with Chris Hare, CEO of PRTI, to discuss how h…

Old, recycled tires …

Old, recycled tires are more than just waste—they’re a resource waiting to be reclaimed. In this episode of Meet the Expert, Elliot Kallen sits down with Chris Hare, CEO of PRTI, to discuss how his company transforms over 317 million discarded tires each year into valuable products like oil, gas, carbon, and steel.Chris also shares entrepreneurial insights, the challenges of scaling a business in the waste management space, and his vision for the future of sustainable Innovation.Read on for key takeaways, the full video, and transcript, or listen to the podcast episode right here!…

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300 Million Tires: How Recovered Tire Materials Are Transforming Industries | Chris Hare &Raquo; B7C523864Fda4Fcf35Cd81624493F72E
300 Million Tires: How Recovered Tire Materials are Transforming Industries | Chris Hare

Every year, over 300 million used tires are discarded in the United States alone. When most people think of used tires, they see waste. But for Chris Hare and his team at PRTI, they see opportunity. I…

Every year, over 300…

Every year, over 300 million used tires are discarded in the United States alone. When most people think of used tires, they see waste. But for Chris Hare and his team at PRTI, they see opportunity. In this episode, we explore the surprising applications of the oil, gas, carbon, and steel recovered from recycled tires. From industrial uses to consumer goods, discover how these recovered materials are finding new life and transforming industries across the board.

Listen · 20:19
Navigating Economic Dominos With Lauren Goodwin &Raquo; Lauren Goodwin 3 1024X1024 1
Navigating Economic Dominos with Lauren Goodwin

Navigating economic dominos (trends) can feel like watching a line of dominos fall—each move triggering cascading effects across markets and sectors. In this episode of Meet the Expert, Elliot Kalle…

Navigating economic …

Navigating economic dominos (trends) can feel like watching a line of dominos fall—each move triggering cascading effects across markets and sectors. In this episode of Meet the Expert, Elliot Kallen interviews Lauren Goodwin, Chief Market Strategist at New York Life Investments, to explore the key economic trends shaping portfolios today. From inflation and housing to global supply chains and Federal Reserve policy, this conversation equips investors with actionable insights to make informed decisions.Watch the Video HereThe Federal Reserve and Economic DominosLaure…

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Investments In Cannabis Explained With John Mueller &Raquo; Mte Elliot Quote 02 1024X1024 1
Investments in Cannabis Explained with John Mueller

In this episode of Meet the Expert, Elliot interviews John Mueller, co-founder of Greenlight Dispensary, about the dynamic cannabis industry. From state regulations to investment opportunities and pro…

In this episode of M…

In this episode of Meet the Expert, Elliot interviews John Mueller, co-founder of Greenlight Dispensary, about the dynamic cannabis industry. From state regulations to investment opportunities and product innovation, this episode is a must-listen for anyone curious about the cannabis business or its medical and recreational uses.Watch the Video HereThe Cannabis Industry LandscapeTrends in LegalizationJohn shares insights into the differences between cannabis markets across states:California: Struggling with overregulation and taxation, which fuels the black market…

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Navigating Economic Dominoes: Inflation, Housing, And Global Markets | Lauren Goodwin &Raquo; B7C523864Fda4Fcf35Cd81624493F72E 1
Navigating Economic Dominoes: Inflation, Housing, and Global Markets | Lauren Goodwin

Lauren Goodwin, Chief Market Strategist at New York Life Investments, breaks down complex economic issues affecting your portfolio. From interest rates and housing markets to global tensions and inves…

Lauren Goodwin, Chie…

Lauren Goodwin, Chief Market Strategist at New York Life Investments, breaks down complex economic issues affecting your portfolio. From interest rates and housing markets to global tensions and investment opportunities, discover actionable insights for navigating today's financial landscape.

Listen · 37:44 Watch Now
Must Know Changes Coming To Iras And 401(K)S In 2025 &Raquo; Higher Catch Up Contributions For Older Simple Ira E1731993194157
Must Know Changes Coming to IRAs and 401(k)s in 2025

The IRS has issued its final regulations, bringing substantial updates to 401(k), IRA Required Minimum Distribution (RMD) rules, and Roth IRA limits for 2025. These rules could reshape how Americans p…

The IRS has issued i…

The IRS has issued its final regulations, bringing substantial updates to 401(k), IRA Required Minimum Distribution (RMD) rules, and Roth IRA limits for 2025. These rules could reshape how Americans plan for Retirement, creating new opportunities to enhance retirement savings, improve employer contributions, and reward personal investments in retirement accounts.It’s time to take a close look at your retirement plans to ensure you’re maximizing your benefits. In December 2022, Congress signed the Secure 2.0 Act to help citizens build their retirement savings. This bipartisan initi…

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Investment In Cannabis Explained With John Mueller &Raquo; B7C523864Fda4Fcf35Cd81624493F72E
Investment in Cannabis Explained with John Mueller

Explore the untapped potential of the cannabis market as John Mueller, co-founder and CEO of Greenlight, discusses investment strategies, market Growth, and the impact of upcoming legislation. Learn h…

Explore the untapped…

Explore the untapped potential of the cannabis market as John Mueller, co-founder and CEO of Greenlight, discusses investment strategies, market growth, and the impact of upcoming legislation. Learn how the cannabis industry is poised for change.

Listen · 26:45 Watch Now
Secure Your Legacy: Year-End Ira Rmd And Charitable Planning &Raquo; Elliot Profile Pic
Secure Your Legacy: Year-End IRA RMD and Charitable Planning

The US Treasury took an amazingly positive action (can you believe it?). They decreed that any investor can assign their 2024 RMD (Required Minimum Distribution from a 401(k) or IRA) to a qualified 50…

The US Treasury took…

The US Treasury took an amazingly positive action (can you believe it?). They decreed that any investor can assign their 2024 RMD (Required Minimum Distribution from a 401(k) or IRA) to a qualified 501(c)(3) charity, allowing the investor to avoid declaring their RMD as income—potentially preventing them from jumping into higher state and federal tax brackets. In the past, one would have to take the RMD as income and then make a tax-deductible donation (depending on exemptions) to their favorite charities.What a great way to build your Legacy!As you know, I run A Brighter Day Charity…

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How To Manage A Sudden Lump Sum From An Inheritance &Raquo; Different Types Of Inherited Assets 1024X1024 1
How To Manage a Sudden Lump Sum from an Inheritance

Inheriting Money, especially during a loss, can be overwhelming, with so many emotions to process. On average, people inherit around $46,200 in their lifetime, though that figure can vary widely depen…

Inheriting money, es…

Inheriting money, especially during a loss, can be overwhelming, with so many emotions to process. On average, people inherit around $46,200 in their lifetime, though that figure can vary widely depending on your family’s estate. Although inheritance may offer a sort of financial support for some, receiving a large sum of money while still mourning may be overwhelming. Sorrow is a very strong feeling that often distorts even the noblest ideas. You may want to use the inheritance to honor your loved one, but the weight of loss can make practical financial decisions difficult. That’s wh…

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Pure Ingredients, Big Impact With Richard Kostick &Raquo; Mte Elliot Quote 02 1024X1024 1
Pure Ingredients, Big Impact with Richard Kostick

In this episode of Meet the Expert, Elliot Kallen interviews Rick Kostick, CEO of 100% Pure, a leading natural beauty brand. They discuss Rick’s entrepreneurial journey, the challenges of building a…

In this episode of M…

In this episode of Meet the Expert, Elliot Kallen interviews Rick Kostick, CEO of 100% Pure, a leading natural beauty brand. They discuss Rick’s entrepreneurial journey, the challenges of building a vegan beauty brand, and how he navigated through key business pivots, including the shift to direct-to-consumer sales during COVID-19. Discover insights on core competencies, sustainability, and leadership in the beauty industry.Watch the Video HereKey Takeaways: Entrepreneurship, Core Competencies, and Vegan BeautyCore Competencies Matter: Focus on what your company does best.…

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Pure Ingredients, Big Impact With Richard Kostick &Raquo; Hqdefault 568
Pure Ingredients, Big Impact with Richard Kostick

In this episode of Meet the Expert with Elliot Kallen, we sit down with Richard Kostick, the visionary founder of Purity Cosmetics, the parent company of 100% Pure. Richard shares his inspiring journe…

In this episode of M…

In this episode of Meet the Expert with Elliot Kallen, we sit down with Richard Kostick, the visionary founder of Purity Cosmetics, the parent company of 100% Pure. Richard shares his inspiring journey as an entrepreneur, discusses the innovative principles behind creating natural, non-toxic beauty products, and explains how his company is making a big impact with pure ingredients.Discover the secrets of building a mission-driven brand, the challenges of the beauty industry, and Richard’s insights into sustainable business growth. If you're passionate about entrepreneurship, clean beauty, …

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Revolutionizing Vegan Cosmetics With Richard Kostick &Raquo; F6Fd9B4Ca4E468E7E11C8350463C894B252Ee834D352E0A8D889B97Ac83Aedef 61
Revolutionizing Vegan Cosmetics with Richard Kostick

In this episode, we sit down with Richard Kostick, CEO of Purity Cosmetics, to discuss his entrepreneurial journey in the vegan cosmetics industry. Discover how Kostick’s passion for pure, healthy i…

In this episode, we …

In this episode, we sit down with Richard Kostick, CEO of Purity Cosmetics, to discuss his entrepreneurial journey in the vegan cosmetics industry. Discover how Kostick’s passion for pure, healthy ingredients led him to create a successful brand that stands out in a market dominated by global giants. Learn about the challenges and triumphs of building a business focused on transparency, sustainability, and making a positive impact on the world.

Listen · 29:27
Inside A $4 Billion Success Story With Dave Groff &Raquo; Ad 4Nxdzajzrcybvbcedqawrfzs9Ksf5Ui1Lnsd5Sl Ynblqzhsxcs8F0Vie6 Qk1H Uoh1Mbu C Zpeahi 0Jplptwr3 Vlpbes9Odulybe3V4Ab Hg75Rol9Exw8 Pgpkfs198Y95Zctpoeyc98Oifzugn Hz Keyxf2Vc4Gskduxumd3W5Xt G
Inside a $4 Billion Success Story with Dave Groff

In this episode of Meet the Expert with Elliot Kallan, we take an inspiring dive into the entrepreneurial journey of Dave Groff, President of WebstaurantStore, a business that went from startup to a m…

In this episode of M…

In this episode of Meet the Expert with Elliot Kallan, we take an inspiring dive into the entrepreneurial journey of Dave Groff, President of WebstaurantStore, a business that went from startup to a multi-billion-dollar company in just over a decade. If you’re an entrepreneur, leader, or business owner looking for insights on leadership, growth, and overcoming adversity, this conversation is packed with valuable lessons.Watch the Episode HereFrom Humble Beginnings to a $4 Billion Success StoryElliot Callan (EK): Good morning, good afternoon, everyone! Today’s episode …

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