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Reuben J. Brauer, CFP®
Callahan Financial Planning Company

Tel: (303) 222-7100
6500 S Quebec St Ste 300
Centennial, CO 80111

Centennial 's Fee-Only Financial Planners

Callahan Financial Planning Company | Financial Advisor in Centennial ,CO

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
Name of Custodial Firm:   TD Ameritrade Institutional, Charles Schwab
States Licensed in:   CA
Number of Years with Current Firm:   10
I work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors


Services

Investment Types:   Annuities, Insurance, Mutual Funds, Stocks, Bonds, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At my office, Via email, Video Conference


Firm Information

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


Compliance

Registered Investment Advisor:   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 Only
Compensation Methods:   Based on Assets, Hourly, Flat Fee



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.

Reuben J. Brauer, CFP®

Reuben J. Brauer, CFP®

Certified Financial Planner

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.

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

Communities Served

Alameda Albany
Belvedere Tiburon Benicia
Berkeley Bolinas
Brisbane Concord
Corte Madera Crockett
Daly City El Cerrito
El Sobrante Eldridge
Emeryville Fairfax
Forest Knolls Hercules
Inverness Lafayette
Lagunitas Martinez
Mill Valley Moraga
Napa Nicasio
Novato Oakland
Olema Orinda
Penngrove Petaluma
Pinole Pleasant Hill
Point Reyes Station Port Costa
Richmond Rodeo
San Anselmo San Bruno
San Francisco San Geronimo
San Pablo San Rafael
Sausalito Sonoma
South San Francisco Stinson Beach
Vallejo Walnut Creek
Woodacre CA

Compensation Arrangements

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