William Callahan

RLP®, CFA®, CFP®

Callahan Financial Planning Company

President, Chief Investment Officer

William Callahan

RLP®, CFA®, CFP®

Callahan Financial Planning Company

President, Chief Investment Officer

As a fee-only, fiduciary financial planner, my focus is to offer unbiased financial advice to help you feel peace of mind about your retirement, investments, and family estate plan. - William Callahan, RLP®, CFA®, 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

William Callahan is a Fee-Only Financial Advisor with local offices in Omaha and Lincoln, NE and San Francisco, Mill Valley, and San Rafael, CA and more.

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, William Callahan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

​William A. Callahan, RLP, CFA, CFP®,  is a Certified Financial Planner™ professional, and founder of 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 investments, taxes, or estate planning.

Mr. Callahan is a Chartered Financial Analyst (CFA) charterholder, Registered Life Planner (RLP), earned a master's degree in investment management and financial analysis and an MBA from Creighton University, along with a bachelor's degree in banking, financial markets, investment science and portfolio management 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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning
  • Concentrated Stock Risk Management

Ideal Clients

  • Retirees and Near Retirees
  • Executives
  • Life Transitions

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • 4 Distinct Fee-Only Service Options
  • No Product Sales

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    William Callahan 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.

  • Financial Planning Association
    William Callahan 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.

  • CFA - Chartered Financial Analyst

    William Callahan is a holder of the right to use the Chartered Financial Analyst® designation

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

  • CFA Institute

    William Callahan is a Member of the CFA Institute

    The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.

  • Registered Life Planner® (RLP®)
    William Callahan is a Registered Life Planner® (RLP®)

    A Registered Life Planner® (RLP®) is a Financial Planner who has been fully trained in Life Planning by completing the three step process of becoming an RLP®: Seven Stages of Money Maturity® workshop, 5-Day Life Planning training and the 6 Month Mentorship Program. This method of training is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals. They therefore become your partner in clarifying and achieving your most meaningful and deeply felt aspirations.

Contact William Callahan

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Office Locations:

  • 3157 Farnam St
    Omaha, NE 68131
  • 233 S 13th St
    Lincoln, NE 68508
  • 851 Irwin St
    San Rafael, CA 94901
  • 75 Broadway
    Ste 202
    San Francisco, CA 94111
  • 100 Shoreline Hwy
    Mill Valley, CA 94941
  • 501 S Cherry St
    Denver, CO 80246

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