Callahan Financial Planning

Investment Management, Banks & Financial Services, Financial Industry Supplies · 11 Employees
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About
Callahan Financial Planning is a fee-only personal financial planning and investment management company. With offices in Omaha & Lincoln, Nebraska, and in San Francisco, 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 © 2010-2024 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.
Year Founded
2010
Social Media
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Industry
Investment Management, Banks & Financial Services, Financial Industry Supplies
HQ Location
3157 Farnam St Ste 7111 Omaha, Nebraska 68131, US
Keywords
Investment ManagementPersonal Financial PlanningFiduciary Financial AdvisorsSan Francisco Financial AdvisorsSan Rafael Financial AdvisorsMarin County Financial AdvisorsMill Valley Financial AdvisorsDenver Financial AdvisorsOmaha Financial Advisors
Location
6
  • 3157 Farnam St Ste 7111 Omaha, Nebraska 68131, US
  • 851 Irwin St Ste 201A San Rafael, California 94901, US
  • 75 Broadway Ste 202 San Francisco, California 94111, US
  • 100 Shoreline Hwy Ste 100B Mill Valley, California 94941, US
  • 501 S Cherry St Ste 1100 Denver, CO 80246, US
  • 6500 S Quebec St Ste 300 Centennial, Colorado 80111, US

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andy@callahanplanning.com
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warhol@callahanplanning.com
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