James Callahan (CFA, CFP®)

James Callahan focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Corporate Executives
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Baby Boomers
- Business Owners
- Corporate Executives
- Generation X
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
NAPFA Start Date
January 05, 2021