Featured Business Financial Advisor in San Rafael, CA
San Rafael Financial Advisors
Callahan Financial Planning Company
2169 Francisco Blvd E Ste E
San Rafael, CA 94901
Phone Number
“San Rafael's Fee-Only Financial Planners ”
Advisor Profile
William Callahan
Name:  William Callahan
Website:  Visit Website
Disclosure Link:
https://www.adviserinfo.sec....
Disclaimer
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. See these disclosures for additional important information. Callahan Financial Planning Company is not compensated to make recommendations by any other financial institution.

About Callahan Financial Planning Company

Callahan Financial Planning is an independent fiduciary financial advisory firm, providing financial planning and investment management services, serving the San Francisco Bay Area from San Rafael, CA. We provide conflict-free financial advice, commonly called fee-only financial planning.
 

General Information

CRD#:    153050
Firm CRD#:    153050
Name of Custodial Firm:    TD Ameritrade Institutional, Charles Schwab
States Licensed in:    CA
States Willing to do Business in:    Alameda,Albany,Belvedere Tiburon,Benicia,Berkeley,Bolinas,Brisbane,Concord,Corte Madera,Crockett,Daly City,El Cerrito,El Sobrante,Eldridge,Emeryville,Fairfax,Forest Knolls,Hercules,Inverness,Lafayette,Lagunitas,Martinez,Mill Valley,Moraga,Napa,Nicasio,Novato,Oakland,Olema,Orinda,Penngrove,Petaluma,Pinole,Pleasant Hill,Point Reyes Station,Port Costa,Richmond,Rodeo,San Anselmo,San Bruno,San Francisco,San Geronimo,San Pablo,San Rafael,Sausalito,Sonoma,South San Francisco,Stinson Beach,Vallejo,Walnut Creek,Woodacre,CA
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    10
Work Experience:    2010 - Present President, Callahan Financial Planning Company 2007 - 2010 Financial Advisor, U.S. Bancorp Investments, Inc. 2005 - 2007 Financial Advisor, Treynor State Bank
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
 

Services

Investment Types:    Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Commodities, Annuities, Insurance, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, At my office, Video Conference, Via email
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Financial Analyst (CFA)
Securities Licenses:    Series 7
 

Firm Information

Firm's Number of Clients:    130
Assets Managed by Firm:    $125 million
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $750,000
 
 
 
Prepared By: William Callahan

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