Callahan provides personal financial planning that includes the complex integration of investments, income taxes, retirement, insurance, and estate planning for individuals and families. Financial advisory offices are in San Rafael, San Francisco, and Mill Valley; Omaha and Lincoln in Nebraska; and Denver and Centennial in Colorado.
“The culture of our organization has always been centered around our clients and the planning experience they receive,” Callahan Financial Planning President William Callahan said. “So when we considered combining organizations, it became clear how complimentary our approaches were, including our mutual focus on client impact, and our approach seeking to provide unconflicted financial advice. Ultimately, what convinced us to proceed together was just how much better the experience could get with the shared resources of the two highly compatible organizations together.”
Callahan Financial Planning is located at 100 Shoreline Hwy. in Mill Valley.