It’s been a big year for Trevor Callan, 36, CEO of La Jolla’s Callan Capital. In January, the former Merrill Lynch Private Banking and Investment Group executive and younger brothers Ryan and Tim co-founded the independent wealth management firm. In late September, he and wife Sandy expect the arrival of their first child.

In just seven months, Callan Capital was managing over $150 million for a select group of affluent families. Callan says the company is at the cutting edge of fee-only financial service providers without thought of commissions due. The business model enables clients to choose to invest in any vehicle, creating efficiencies through competitive bids.

Callan advocates a life “balancing work, community, family and sport.” He is a former director and treasurer of San Diego Social Venture Partners, a 6-year-old group of philanthropic investors, and co-founder of its environmental accelerator fund, which has raised more than half of its $1 million goal for research and environmental programs, among others.

Callan has served on the board of directors for The Chairmen’s Roundtable, a nonprofit volunteer organization that provides free business advice and mentoring.