William A. Callahan, RLP, CFA, CFP®
President, Chief Investment Officer
- Benjamin Franklin“An investment in knowledge pays the best interest.”
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)