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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

City Leaders Present Callahan Financial Planning to Omaha

Grand Opening Ribbon Cutting In a momentous occasion, Callahan Financial Planning opened its doors to the public on September 24th, 2010. To commemorate the occasion, Omaha Mayor Jim Suttle, Callahan Financial...

Our Grand Opening at Midtown Crossing

We are pleased to announce our ribbon cutting will take place on Friday, September 24th, 2010 at 11 am. In attendance will be Omaha Mayor Jim Suttle and the Greater Omaha Chamber of Commerce. Visit us at Omaha's new Midtown Crossing at Turner Park at 3157 Farnam Street, Omaha, NE...