We’re changing the way people see financial planning.

At first glance, you’ll notice Callahan Financial Planning is quite different from its peers. Both local and independent, we are leading a new way of planning for the financial future of the client’s we serve. We believe that true financial planning can only begin once the burdens of conflict, often found in financial services, are removed. As a fee-only, SEC-registered investment advisor, our firm is unique in providing the high-class service of fiduciary care to families in cities that include Omaha, NE, Lincoln, NE, San Francisco, CA, San Rafael, CA, Mill Valley, CA, Denver, CO and more coming in the future.

Working at Callahan Financial Planning can be a truly rewarding experience. Every employee holds the great responsibility of the highest care to our clients, which comes with the powerful reward of knowing you changed the lives of the people you serve.

If you’re up for the task and want to make an impact on the community you call home too, we’d love to hear from you!

Our Core Values

Putting clients’ needs before our own; doing the right thing

People First
We support each person’s path towards what matters through listening, humility, and being present

We work together, explore alternatives, and support failure, in the pursuit of continuous improvement

We help each other stay focused on what matters most through collaboration, conscientiousness, introspection, and reflection

We aspire to produce a high quality of work through continued learning, thoroughness, and timeliness

Employee Benefits

  • Comprehensive health, dental, and vision insurance for you and your family
  • 401k retirement plan (both traditional and Roth) with above-average matching company contribution
  • Employee wellness reimbursement plan (gym membership or other fitness reimbursements)
  • Disability insurance
  • Life insurance
  • Paid holidays
  • Paid vacation (3+ weeks a year)
  • And much more!

Current Position Openings

No phone calls, please.

Callahan Financial Planning Company is proud to be an equal opportunity employer that encourages a diverse work environment. All qualified applicants will receive consideration for employment without regard to national origin, race, religion, gender, gender identity or expression, sexual orientation, disability, age, or veteran status.