Eric P Callahan
CFP®Professional Summary
Eric P Callahan, CFP®, who also goes by Eric P Callahan, Eric Paul Callahan, Eric Callahan, is a registered financial advisor currently at THRYVE WEALTH MANAGEMENT located in Santa Barbara, California. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Eric has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Insurance Planning
- Investment Planning
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
- Retirement Planning
Biography
My process, my business beliefs, and my values are all focused on my customers and helping them work toward their financial goals.
Other Aliases
Eric P Callahan, Eric Paul Callahan, Eric Callahan
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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CURTIS ADVISORY GROUP, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
Past
Education
Texas Tech University
Finance, Bachelor of Business Administration
Finance, Bachelor of Business Administration
2009
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Current Firm
STRIVE WEALTH MANAGEMENT, LLC | THRYVE WEALTH MANAGEMENT LLC | THRYVE WEALTH MANAGEMENT
Contact Information
Main Address
523 Chapala Street Suite 2, Santa Barbara, CA 93101Phone Number
(805) 600-5128# of Employees
9SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
445AUM (Assets Under Management)
$303,985,008Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
STRIVE WEALTH MANAGEMENT, LLC | THRYVE WEALTH MANAGEMENT LLC | THRYVE WEALTH MANAGEMENT
State Registrations and Notice Filings
(10/16/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CURTIS ADVISORY GROUP, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Eric P Callahan's CRS (Customer Relationship Summary).
Services Offered by Eric
- Insurance Planning
- Investment Planning
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
- Retirement Planning
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CURTIS ADVISORY GROUP, LLC