Callahan Financial Planning

www.callahanplanning.com

Callahan Financial Planning is a fee-only personal financial planning and investment management company. With offices in Omaha & Lincoln, Nebraska, and in San Francisco, San Rafael, and Mill Valley (in Marin County) in California, the company provides planning for families seeking to prepare for retirement, receive advice on an investment portfolio, family office services, wealth management, tax preparation & planning, estate planning, and more. Learn more at our website at https://callahanplanning.com © 2010-2019 Callahan Financial Planning Company, a fee-only SEC-registered investment advisor. A registered investment advisor has a fiduciary relationship with its clients to ensure advice and recommendations place a client's interests first. Client assets are held at an independent brokerage selected by the client and investment advisor.

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Callahan Financial Planning is a fee-only personal financial planning and investment management company. With offices in Omaha & Lincoln, Nebraska, and in San Francisco, San Rafael, and Mill Valley (in Marin County) in California, the company provides planning for families seeking to prepare for retirement, receive advice on an investment portfolio, family office services, wealth management, tax preparation & planning, estate planning, and more. Learn more at our website at https://callahanplanning.com © 2010-2019 Callahan Financial Planning Company, a fee-only SEC-registered investment advisor. A registered investment advisor has a fiduciary relationship with its clients to ensure advice and recommendations place a client's interests first. Client assets are held at an independent brokerage selected by the client and investment advisor.

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Country

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State

Nebraska

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City (Headquarters)

Omaha

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Employees

11-50

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Founded

2010

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Potential Decision Makers

  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Operations Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Client Service Associate

    Email ****** @****.com
    Phone (***) ****-****

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