Clients and Partners,
As we all navigate the outbreak of the Coronavirus together, I wanted to share what's important to us, what we've done, and what we're doing.
What's Important to Us
The health and wellbeing of everyone we work with informs our decision-making. Our clients...
San Francisco – Callahan Financial Planning, a fee-only independent personal financial planning and investment management firm with offices throughout the Bay Area, has announced its latest expansion with the addition of a financial advisory office in San Francisco, CA.
“We see...
San Rafael, CA – 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...
