ATLANTA, January 19, 2025 /24-7PressRelease/ -- Capiz K. Calloway, CFP, has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Ms. Calloway has carved a distinguished career in financial planning and investment management and is currently the vice president and business development consultant of Advanced Financial Strategies, an independent practice. Since 2008, she has been instrumental in shaping the firm's strategic direction and fostering client relationships. Her expertise in retirement planning is particularly notable, earning her recognition as an authority in the field. Additionally, Ms. Calloway has concurrently held the role of investment management consultant at Raymond James Financial Services since 2008, where she applies her acute understanding of market dynamics to advise clients effectively.
Prior to her current positions, Ms. Calloway was a senior production coordinator at Specialized Title Services Inc. from 1998 to 2009. In this role, she was a primary point of contact for clients and managed the workflow process for the title department. Ms. Calloway's day-to-day involvement included responding to emails and voicemails, planning projects, assessing clients' long-term needs, and attending client meetings.
Ms. Calloway's professional achievements are complemented by her ability to provide reassurance and clarity to clients during tumultuous market periods. She takes pride in alleviating their concerns and guiding them toward financial milestones, such as reaching millionaire status or realizing they can afford a desired purchase. Ms. Calloway's dedication to helping others achieve their financial goals is a testament to her commitment and care for her clients' well-being.
Ms. Calloway's journey into finance was not straightforward but rather shaped by a desire to positively impact the world and a realization that she could do so on an individual level through financial consulting. After exploring different paths and gaining experience in various roles within her father's law firm, she found her calling in financial services. Besides her dedication to finance, Ms. Calloway has succeeded as a trained opera singer, having sung before large audiences such as the Arlington U.S. Army base.
Outside of her professional life, Ms. Calloway has been active with several nonprofits, including Visions Anew, the American Civil Liberties Union, the Southern Poverty Law Project, and Planned Parenthood Federation of America Inc. She has also contributed to Oakland Cemetery.
Building upon a solid educational foundation, Ms. Calloway graduated with a Bachelor of Business Administration in international business management, magna cum laude, from Georgia State University in 2005. She also completed coursework in diplomacy at American University in Washington, D.C., and is an alumna of Atlanta International School, class of 1998. Moreover, Ms. Calloway garnered credentials as a certified financial planner. She remains active in the Golden Key International Honor Society and the Atlanta International School Alumni Association.
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