San Rafael, CA – Jun 17, 2019 – 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 is located at 2169 Francisco Blvd E Ste E, San Rafael, CA 94901.
Callahan Financial Planning has seen significant growth since opening in 2010. The firm now manages $125 million in client assets, and anticipates opening additional locations in the San Francisco Bay Area following this expansion.
• Fiduciarynoun. From the Latin fiducia, meaning “trust,” a person (or company) who has the power and obligation to act for another under circumstances which require total trust, good faith, and honesty. (Free Dictionary)
As a registered investment adviser, we work as a fiduciary when we give advice and manage money.
We often try to approach our blog topics with a light touch and a sense of fun. We believe a little humor helps us communicate important financial issues more effectively. With this in mind, we think many people often feel that having to deal with financial matters is like having to visit the dentist – it may be necessary but not exactly something to look forward to. No disrespect meant to our dentist friends. They understand.
This article, however, is about something we take very seriously: Our fiduciary obligation to you, our client. Put simply, a fiduciary duty is the duty to put your interests ahead of our own in everything we do. It’s a legal standard we follow, but in our view, also a moral obligation we willingly accept.