Callahan Financial Planning is a fee-only personal financial planning and investment management company. With offices in Omaha & Lincoln, Nebraska, and in San Francisco, California, the company provides planning for families seeking to prepare for retirement, receive advice on an investment portfolio, family office services, wealth management, tax preparation & planning, estate planning, and more. Learn more at our website at https://callahanplanning.com © 2010-2024 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.
View Top Employees from Callahan Financial Planning| Website | https://callahanplanning.com |
| Revenue | $1 million |
| Employees | 8 (8 on RocketReach) |
| Founded | 2010 |
| Address | 3157 Farnam St Ste 7111, Omaha, Nebraska 68131, US |
| Phone | (402) 341-2000 |
| Technologies |
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| Industry | Finance, Investment Management, Finance General, Asset Management, Financial Services, Impact Investing, Lending and Investments |
| Competitors | Alpha BTC, Mutual of Omaha Investor Services, NeRPA, Pathology Services PC, The Nebraska Well Drillers Association |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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Callahan Financial Planning Questions
The Callahan Financial Planning annual revenue was $1 million in 2024.
8 people are employed at Callahan Financial Planning.
Callahan Financial Planning is based in Omaha, Nebraska.
The NAICS codes for Callahan Financial Planning are [52, 523, 5239, 52393].
The SIC codes for Callahan Financial Planning are [628, 62].
Top Callahan Financial Planning Employees
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