San Rafael, CA 94901
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.
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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.