William A. Callahan,  CFP<sup>&reg;</sup> - Financial Advisor

William A. Callahan, CFP®

CFA,

aVenture

aVenture, 1806 Belles St Ste 9A
San Francisco, CA 94129
415-683-6500

General

William Callahan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at aVenture in San Francisco, CA and the surrounding communities.

Financial Advisor Experience

aVenture is a San Francisco, California-based venture capital researching and investment platform that seeks to help investors have better access to investing in startup companies and funds.

aVenture is managed by William A. Callahan, CFA, CFP®. He is a Certified Financial Planner™ (CFP®) certificant and Chartered Financial Analyst (CFA®) charterholder.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - RLP

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

aVenture provides venture capital startup investing research tools to the investing public. aVenture does not have custody of investment assets, neither of private investments nor public securities. aVenture is not a registered investment adviser or broker/dealer, and does not advise funds or investors about their investments.

Financial Advisor's Specialties

Investment Management

More

Helpful Financial Planning Resources