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Callahan Financial Planning logo — Fee-only financial advisors in Omaha & Lincoln, NE and San F...

Callahan Financial Planning

Fee-only financial advisors in Omaha & Lincoln, NE and San Francisco, CA.

Founded 2010 United States Omaha, United States 4 employees Series A Finance, Financial Services

General Information

Company Name Callahan Financial Planning
Founded Year 2010
Location United States Omaha, United States +1
Employees 4
Industries Finance, Financial Services
Funding Stage Series A
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About Callahan Financial Planning

Callahan Financial Planning is a fee-only personal financial planning and investment management company, with a strong focus on families preparing for retirement, managing investment portfolios, family office services, wealth and tax management, estate planning, and more. Founded in 2010, the company is headquartered in the United States with offices in Omaha and Lincoln, Nebraska, as well as in San Francisco, California. The company prides itself on its fiduciary relationship with clients, ensuring that their interests come first. The most recent Series A investment was secured on 12 August 2011 and was led by William Callahan, CFA, showcasing a strong commitment to the company's vision and potential. The company's slogan, "Fee-only financial advisors in Omaha & Lincoln, NE and San Francisco, CA." effectively communicates its client-centered approach. With a clear and comprehensive range of services and a solid investment track record, Callahan Financial Planning presents an attractive opportunity for venture capital firms looking to invest in the Finance and Financial Services industries. Visit their website at Callahan Financial Planning for more details.

Taxonomy: Fee-Only Financial Advisors, Personal Financial Planning, Investment Management, Fiduciary Relationship, Retirement Planning, Wealth Management, Tax Planning, Estate Planning, Family Office Services, San Francisco Financial Advisors, Omaha Financial Advisors, Lincoln Financial Advisors, SEC-Registered Investment Advisor, Financial Planning Company, Independent Brokerage

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Series A •••••• 1 •••• •••• 12 Aug 2011
Seed Round •••••• 1 •••• •••• 03 Feb 2010

Callahan Financial Planning Alternatives & Competitors

Callahan Financial Planning vs
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Callahan Financial Planning vs
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FAQ About Callahan Financial Planning

Fee-only financial advisors in Omaha & Lincoln, NE and San Francisco, CA.
Callahan Financial Planning was founded in 2010.
Callahan Financial Planning is headquartered in Omaha, United States.
Callahan Financial Planning operates in the following industries: Finance, Financial Services.
Callahan Financial Planning has approximately 4 employees.
Callahan Financial Planning has completed 2 funding rounds. The latest funding stage is Series A.
Top alternatives and competitors to Callahan Financial Planning include Kahler Financial Group, Fragasso Financial Advisors, Layline Advisors, LLC, Meredith Wealth Planning, Aspen Capital Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Callahan Financial Planning and Kahler Financial Group are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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