Callahan Financial Planning Opens Mill Valley Office

Callahan Financial Planning, a fiduciary financial planning and investment advisory company, is opening an office at the Shoreline Office Center in Mill Valley, located at 100 Shoreline Hwy. Ste 100B in the building adjacent to Glassdoor.

Company founder William Callahan says his firm has seen significant growth since opening in 2010, as it pursues bringing its holistic, fee-only financial planning to more families across the country.

Callahan says he anticipates opening additional locations in the San Francisco Bay Area following this expansion, along with new offices in Denver, Colo. and Lincoln, Neb., in the future.

From the Mill Valley office, Callahan Financial Planning anticipates serving clients throughout Marin County, including residents of Mill Valley, Larkspur, Corte Madera, Novato, Sausalito, Tiburon, Fairfax, Marin City, Corte Madera, San Anselmo, Marinwood, and Lagunitas–Forest Knolls.
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The planning services provided at the Mill Valley office are designed to integrate one’s life goals with strategic planning around retirement, investments, income tax, and estate planning.

The 411: Callahan Financial Planning is opening an office at the Shoreline Office Center in Mill Valley, located at 100 Shoreline Hwy. Ste 100B in the building adjacent to Glassdoor. MORE INFO.

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