William Callahan (CFA®, CFP®, RLP)

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
- 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