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

William A. Callahan, CFP®

CFA,

President and Chief Investment Officer

Callahan Financial Planning Company

851 Irwin St, Ste 201A
San Rafael, CA 94901-3343

Callahan Financial Planning Company

1857 Market St
San Francisco, CA 94103-1112

Callahan Financial Planning Company

3157 Farnam St, Ste 7111
Omaha, NE 68131
FINANCIAL ADVISOR'S WEBSITE
(415) 795-8350
(415) 795-8600 (402) 341-2000
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General

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

Financial Advisor Overview


Callahan Financial Planning Company is an SEC-registered investment advisor, and a Fee-Only, Fiduciary Financial Advisor serving individuals and families.

With offices and financial advisors in San Francisco, Mill Valley, and San Rafael, California, and Omaha and Lincoln in Nebraska, and Denver/Centennial, Colorado, Callahan Financial Planning provides assistance with:
  • Retirement Safety Analysis
  • Company Retirement Plans (including 401(k), 403(b) and pension benefits)
  • Social Security Planning
  • Investment Research and Planning
  • Investment Policy Statements
  • Risk Management and Hedging
  • Tax Planning and Monitoring
  • Estate and Legacy Planning

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Financial Advisor Experience

Callahan Financial Planning is a team of local financial advisors with education and experience in personal financial planning and investment research.

The practice is managed by William A. Callahan, RLP, CFA, CFP®. He is a Registered Life Planner (RLP), Certified Financial Planner™ (CFP®) practitioner and Chartered Financial Analyst (CFA®) charterholder. He is currently President and Chief Investment Officer of Callahan Financial Planning Company, a $175 million registered investment advisor in Omaha and Lincoln, Nebraska, Denver/Centennial, Colorado, and San Francisco, Mill Valley, and San Rafael, California.

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

Client assets are held at an independent brokerage selected by the client and investment advisor, including TD Ameritrade or Charles Schwab.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Retirement, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources