8am - 5pm in San Francisco, San Rafael, and Mill Valley
Callahan Financial Planning is an independent fiduciary financial advisor, providing financial planning and investment management services with 6 offices across 3 regions: San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in the Denver metro area in Centennial Colorado.
We provide a special form of conflict-free financial advice called fee-only financial planning.
This means both the company and all of our financial advisors make a legal and ethical commitment to place our clients’ interests ahead of our own in everything that we do, and we will never receive a sales commission for anything we do.
Callahan Financial Planning is a federally registered investment advisor serving clients throughout the U.S., and our practice is one of the largest NAPFA financial advisory practices in the some of the markets we serve.