Reuben J. Brauer
Callahan Financial Planning Company
A fee-only financial advisor you can trust for your retirement: safe withdrawal rates, efficient tax planning, appropriate investment allocation, estate planning, holistically, all in one place
Reuben Brauer is a Fee-Only Financial Advisor with local offices in Denver/Centennial, CO, Omaha and Lincoln, NE and San Francisco, Mill Valley, and San Rafael, CA.
Callahan Financial Planning Company provides comprehensive and objective financial planning intended to assist clients in preparing for retirement.
As a fee-only, fiduciary, and independent financial advisor, Reuben Brauer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Reuben Brauer, CFP® is a Certified Financial Planner™ professional and is Managing Director at Callahan Financial Planning Company, a fee-only registered investment advisor and personal financial advisor in San Rafael, Mill Valley, and San Francisco, California, Omaha and Lincoln in Nebraska, and in Denver, Colorado.
The firm serves individuals/families, typically close to retirement, who have some situational complexity and are seeking independent guidance relating to their retirement income, investments, taxes, or estate planning.
Mr. Brauer is a member of the Financial Planning Association and holds master's degrees in Investment Management & Financial Analysis and in Business Administration from Creighton University. He also holds a bachelor's degree in finance from the University of Nebraska Omaha.
Callahan Financial Planning is an independent fiduciary financial advisory firm, providing personal financial planning and investment management services. This means the company and all employees make a legal and ethical commitment to place our clients’ interests ahead of our own in everything that we do.
Callahan Financial Planning is a federally registered investment advisor serving clients in several states throughout the United States. We provide a unique form of conflict-free financial advice through our fee-only ongoing financial planning and investment advisory service.
Our practice is one of the largest fee-only financial advisory practices in several of the communities we serve. Find someone in your community:
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Preparing for Retirement
- Retirement Income Planning
- Investment Advice
- Comprehensive Financial Planning
- Tax Planning
- Retirees and Near Retirees
- Business Owners and Executives
- Life Transitions
- In-Office Meetings
- Virtual Meetings
- 4 Distinct Fee-Only Service Options
- No Product Sales
Professional Designations & Affiliations
Reuben Brauer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Reuben Brauer is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Reuben J. Brauer
851 Irwin St
San Rafael, CA 94901
3157 Farnam St
Omaha, NE 68131
San Francisco, CA 94111
100 Shoreline Hwy
Mill Valley, CA 94941
501 S Cherry St
Denver, CO 80246
233 S 13th St
Lincoln, NE 68508