Reuben J. Brauer
CFP®
Callahan Financial Planning Company
Vice President, Financial Planning
Reuben J. Brauer
CFP®
Callahan Financial Planning Company
Vice President, Financial Planning
As a fee-only financial planner, my focus is to empower you to accomplish your life goals through sound, unbiased financial advice. - Reuben J. Brauer, CFP®
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 Vice President of Financial Planning 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 a bachelor's degree in finance from the University of Nebraska Omaha.
Reuben J. Brauer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Specialties
- Preparing for Retirement
- Retirement Income Planning
- Investment Advice
- Comprehensive Financial Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Life Transitions
Working Together
- In-Office Meetings
- Virtual Meetings
- 4 Distinct Fee-Only Service Options
- No Product Sales
Professional Designations & Affiliations
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Reuben Brauer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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.
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Reuben J. Brauer is Quoted in Midtown Crossing: "CALLAHAN FINANCIAL PLANNING CELEBRATES GROWTH, ANNOUNCES TRANSITION TO FEDERAL REGULATOR AND APPOINTMENT OF CHIEF COMPLIANCE OFFICER"
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Callahan Financial Planning Company is a Member of the South Metro Denver Chamber
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Reuben J. Brauer is Quoted in PR Newswire: "Callahan Financial Planning Opens San Francisco Financial Advisory Office"
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Reuben J. Brauer is Quoted Callahan the Denver Business Journal: "Financial Planning Opens Denver Metro Financial Advisory Office in Centennial, CO"
Contact Reuben J. Brauer
Office Locations:
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851 Irwin St
San Rafael, CA 94901 -
3157 Farnam St
Omaha, NE 68131 -
75 Broadway
Ste 202
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
