San Rafael, CA – Jun 17, 2019 – Callahan Financial Planning, a fiduciary financial planning and investment advisory company, has announced the opening of an office in San Rafael, CA following the acquisition of certain assets of the financial advisory firm Gary A. Dossick & Associates. The office is located at 2169 Francisco Blvd E Ste E, San Rafael, CA 94901.
Clients will be served by a team that includes three Certified Financial Planner™ (CFP®) practitioners, a Chartered Financial Analyst (CFA®) charterholder, an IRS Enrolled Agent, and supporting staff.
Callahan Financial Planning has seen significant growth since opening in 2010. The firm now manages $125 million in client assets, and anticipates opening additional locations in the San Francisco Bay Area following this expansion.
From this San Rafael office, Callahan Financial Planning anticipates serving clients throughout Marin County, including residents of Mill Valley, Fairfax, Larkspur, Marin City, Corte Madera, San Anselmo, Marinwood, Novato, Sausalito, Tiburon, and Lagunitas-Forest Knolls.
The planning services provided at the San Rafael office are designed to integrate one’s life goals with strategic planning around retirement, investments, income tax, and estate planning.
A typical client begins working with Callahan Financial Planning to prepare for retirement, and we recommend their financial advisory engagement include advice on reaching an investment portfolio with a level of risk appropriate for their age and situation, addressing any concentrated stock or stock options, and full coordination of income taxes and tax preparation.
Callahan Financial Planning Company is federally registered as an investment advisory firm with the Securities and Exchange Commission (SEC) and in the states of California, Colorado, Iowa, Nebraska, and Texas. Financial advice from the firm is always fee-only, and in a fiduciary capacity, which ensures conflicts of interest are avoided or minimized when providing financial advice to consumers.
Gary A. Dossick & Associates, Inc. was founded in 1984 and has served the Bay area for over 35 years, providing investment management and tax preparation services.
Author: William A. Callahan, CFA, CFP®
William is a Certified Financial Planner™ practitioner and Chartered Financial Analyst charterholder. He serves as President and Chief Investment Officer at Callahan Financial Planning Company in Omaha and Lincoln, NE and San Francisco, San Rafael, and Mill Valley, CA.