William Callahan (CFA®, CFP®)

William Callahan focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Corporate Executives
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

As a leading fee-only provider of financial advice in San Francisco, San Rafael, & Mill Valley in California, and Omaha & Lincoln in Nebraska, Callahan Financial Planning provides assistance with:

Preparing for Retirement

  • Individual Retirement Accounts
  • Company Retirement Plans (including 401(k), 403(b) and pension benefits)
  • Company Stock and Options
  • Social Security Planning

Managing Wealth

  • Investment Management and Research
  • Risk Management and Hedging
  • Tax Planning and Monitoring
  • Estate and Legacy Planning
  • Charitable Giving
  • Expense Planning (including real estate, college and other significant events)

Small Businesses

  • Employee Retirement Plans
  • Employee Financial Planning Services
  • Financial Modeling

Institutions

  • Portfolio Management for Non-profits and Endowments
  • Investment Policy Statement Planning

Additional Information

William Callahan is a Certified Financial Planner™ (CFP®) practitioner and Chartered Financial Analyst (CFA®) charterholder. He is the founder and president of Callahan Financial Planning Company, a $140 million SEC-registered investment advisor in San Francisco, San Rafael, & Mill Valley, CA, and Omaha & Lincoln, NE.

Callahan Financial Planning is an independent financial planning and investment management firm. Because they are not owned by or affiliated with any bank, brokerage or insurance company, they are able to offer conflict-free advice that is based solely on what is best for their clients.

By providing advice for a fee-only, the Callahan Financial Planning team can steer clear of the ethical conflicts of interest that arise from traditional, commission-based financial advice. Mr. Callahan and the Callahan Financial Planning team are experts in building strong retirement plans, investment portfolios and more for a variety of risks and outcomes. Those interested in learning more about their services can visit www.callahanplanning.com or call (800) 991-5195.

By providing advice via hourly and investment advisory fees only, the Callahan Financial Planning team can steer clear of the ethical conflicts of interest that arise from traditional, commission-based financial advice. Mr. Callahan and the Callahan Financial Planning team are experts in building strong retirement plans, investment portfolios and more for a variety of risks and outcomes. Those interested in learning more about their services can visit www.callahanplanning.com or call 402-341-2000.

NAPFA Start Date

September 26, 2011

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This Office

233 S 13th St Ste 1100 Lincoln, NE 68508-2003 Phone: (402) 474-1200

Other Offices

1857 Market St San Francisco, CA 94103-1112 Phone: (415) 795-8600
100 Shoreline Hwy Bldg B Suite 100 Mill Valley, CA 94941-3645 Phone: (415) 879-9655
2169 Francisco Blvd E Ste E San Rafael, CA 94901-5520 Phone: (415) 795-8600
3157 Farnam St Ste 7111 Omaha, NE 68131-3553 Phone: (402) 341-2000 Fax: (402) 881-8324