William A. Callahan, CFA, CFP®

President, Chief Investment Officer

“An investment in knowledge pays the best interest.”

- Benjamin Franklin

Education

  • Chartered Financial Analyst Charterholder
  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Creighton University – MS – Investment Management & Financial Analysis
  • Creighton University – MBA – Master of Business Administration
  • New York University – CFP® – Professional Program in Financial Planning
  • University of Nebraska – Omaha – BSBA – Business Finance, Banking & Financial Markets, Investment Science & Portfolio Management

Professional Background

  • Past President and Director – Financial Planning Association of Nebraska
  • Founder and Past Chairman – Nebraska Wealth Management Conference
  • Member – American Institute of Certified Public Accountants (Personal Financial Planning)
  • Member – CFA Society of Nebraska
  • Member – Kinder Institute for Life Planning
  • Member – Financial Therapy Association

Achievements

Team

  • Top Next-Generation Wealth Advisors – 2018 (Forbes Magazine)
  • Favorite Financial Planning Firm Finalist in Omaha’s Choice Awards – 2016 (Omaha World-Herald)
  • Best Financial Advisor Office of the Big O! – 2015 & 2016 (The Reader)
  • Best Financial Planning Firm – 2013, 2014, & 2016 (B2B Omaha Magazine)

Blog Posts

Callahan Financial Planning Opens Marin County Financial Advisory Practice in San Rafael, CA

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 &...

How to Find the Best Financial Advisor Recommended for Your Situation

The financial advice field is a bit convoluted, but this guide can help. Financial Advisor Fees/Costs First, there's how you pay for advice. All financial advice has a cost, but sometimes it's explicit (e.g., you can see it), and sometimes it's only implicit (e.g., it's embedded inside...

New U.S. Tax Law – Tax Rates For Individuals/Families In 2018

A sweeping new income tax law has been passed (H.R. 1), known as the Tax Cuts and Jobs Act of 2017, on December 22, 2017. How will it impact you? Let's take a look. The following rates take effect January 1, 2018....