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William Callahan

Callahan Financial Planning Company

2169 Francisco Blvd E Ste E

San Rafael, CA 94901
(415) 7958600

San Rafael's Fee-Only Financial Planners

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

Firm Start Year

2010

No.of Employees

5-9

CRD#

153050

Firm CRD#

153050

Name of Custodial Firm

TD Ameritrade Institutional, Charles Schwab

States Licensed in

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 & Membership

Certifications, Accreditations & Designations

Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ Certificant

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

Disclosures

https://www.adviserinfo.sec.gov/IAPD/Support/ReportViewer.aspx?indvl_pk=5130499

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.