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William Callahan
Callahan Financial Planning Company

Tel: (415) 795-8600
851 Irwin St Ste 201A
San Rafael, CA 94901

San Rafael's Fee-Only Financial Planners

Callahan Financial Planning Company | Financial Advisor in San Rafael ,CA

About Callahan Financial Planning Company

Callahan Financial Planning is an independent fiduciary financial advisory firm, providing financial planning and investment management services, with financial advisors in San Rafael, San Francisco, and Mill Valley. We provide conflict-free financial advice, commonly called fee-only financial planning.


General Information

Firm Start Year:   2010
No.of Employees:   5-9
Name of Custodial Firm:   TD Ameritrade Institutional, Charles Schwab
States Licensed in:   CA
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:   Businesses, Non-Profit Organizations, Individual Investors


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


Firm Information

Firm's Number of Clients:   130
Assets Managed by Firm:   $175 million
Assets Managed by Advisor:   175


Compliance

Registered Investment Advisor:   Yes
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


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Flat Fee, Based on Assets, Hourly



Faqs

  • What are your qualifications? What is your education background? I am a Certified Financial Planner™ professional. I earned an undergraduate degree in Finance, Banking & Financial Markets, Investment Science and Portfolio Management from University of Nebraska at Omaha (UNO). I earned my professional degree in Personal Financial Planning from New York University (NYU).
  • What is your approach to financial planning? That true financial planning can only be done when product sales and any conflict has been removed. Callahan Financial Planning is uniquely independent and we are only compensated by our clients. This ensures we have just one objective, working on your financial goals.
  • What services do you offer? Comprehensive Financial Planning and Investment Planning and Management. These services are provided personally for individuals as well as small businesses.
  • Will you be the only person working with me? No, all clients are served by our team of local professionals in Omaha at our Midtown Crossing headquarters.
  • How are you compensated? How will I pay for your services? We are uniquely only compensated by our clients. Our clients never have to pay us sales charges or sales commissions. Depending upon your needs, our clients pay us either at an hourly rate or as calculation of your net worth.
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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.