William A. Callahan, RLP, 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
  • Registered Life Planner (RLP) – Kinder Institute of Life Planning
  • 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

  • Member – CFA Institute, CFA Societies of San Francisco and Nebraska
  • Member – Financial Planning Association & FPA San Francisco Chapter
  • Member – Kinder Institute of Life Planning
  • Member – Financial Therapy Association
  • Director, Treasurer (Volunteer Community Leadership Role) – Mutual First Federal Credit Union
  • Past President and Director – Financial Planning Association of Nebraska
  • Founder and Past Chairman – Nebraska Wealth Management Conference

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

Support Racial Justice With These Charities

We know many are interested in donating to causes that support justice and equality under our law, socially, and economically, and we've provided a list of some charities that are actively supporting contemporary needs. Given our offices are in San Rafael, San Francisco, and Mill...

Actions We’re Taking Following Coronavirus (COVID-19)

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...

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

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...