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William Callahan

Callahan Financial Planning Company

851 Irwin St Ste 201A

San Rafael, CA 94901
(415) 7958600

Fee-Only Financial Advisors in San Francisco Bay Area

About Callahan Financial Planning Company

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 the interest of our clients first 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.

General Information

Firm Start Year

2010

No.of Employees

5-9

CRD#

153050

Firm CRD#

153050

Name of Custodial Firm

TD Ameritrade Institutional, Charles Schwab

States Licensed in

CA

Years of Experience in Financial Services

18

Number of Years with Current Firm

10

Work Experience

2010 - Present President, Callahan Financial Planning Company 2007 - 2010 Financial Advisor, U.S. Bancorp Investments, Inc. 2005 - 2007 Financial Advisor, Treynor State Bank

I work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Services

Investment Types

Annuities, Insurance, Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via email, Via phone, At my office, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CFA®, CERTIFIED FINANCIAL PLANNER

Securities Licenses

Series 7

Firm Information

Firm's Number of Clients

175

Assets Managed by Firm

$175 million

Assets Managed by Advisor

175

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Disclosures

https://www.adviserinfo.sec.gov/IAPD/Support/ReportViewer.aspx?indvl_pk=5130499

Disclaimer

Callahan Financial Planning Company, a fee-only SEC-registered investment advisor. A registered investment advisor has a fiduciary relationship with its clients to ensure advice and recommendations place a client's interests first. Client assets are held at an independent brokerage selected by the client and investment advisor. See these disclosures for additional important information. Callahan Financial Planning Company is not compensated to make recommendations by any other financial institution.