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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

How Are My Investments Doing? Methods For Measuring Investment Performance

  This is a common question we receive. Over the years, a frequent method I've observed investors use to answer this question is a simple rate of return, generally known as a holding period return. But there are two other methods available, and for various reasons I'll show...

The Difference Between Mutual Funds and ETFs

This is a question we get a lot here at Callahan Financial Planning, and with all the recent news and new options, I thought it would be a good topic to revisit. As a refresher, let's start with a quick note on what Mutual Funds are: An Investment Company that invests shareholders...

More About Callahan Financial Planning

Who are we? Callahan Financial Planning is a new, independent financial planning company based in Omaha, NE with a better way to pay for and receive finance advice. Aware of the conflict traditional sales staff and commissions produced, we set out to build a financial planning model...