Callahan Financial Planning Co.
100 Shoreline Hwy Bldg B, Ste 100
Mill Valley, CA 94941
Phone: (415) 879-9655
Hours of OperationMon - Fri: 9am - 5pm
Sat - Sun: Closed
Callahan Financial Planning is independent fiduciary
financial an advisory firm, providing financial planning and investment management services with 5 offices across 2 regions in Nebraska and California: In eastern Nebraska, we have offices in Omaha and Lincoln, and in the Bay Area of California, we have offices in San Francisco, Mill Valley, and San Rafael.
This means both the company and all of our financial advisors make a legal and ethical commitment to place our clients’ interests ahead of our own 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 both Omaha, NE and Marin County, CA today.