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Callahan Financial Planning Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

Callahan Financial Planning Corporation operates in the financial services sector, offering a holistic financial planning approach that emphasizes documenting current status, objectives, and underlying motivations before addressing protection, growth, and eventual distribution of assets. Its model centers on providing clients with a cohesive set of planning tools from a single source, framed as a strategic, long-term process rather than transactional guidance. The firm positions itself as serving individuals seeking comprehensive management of their financial legacy through a coordinated plan that considers protection, portfolio growth, and legacy distribution. Based in Woodbury, Minnesota, the company operates with a small team and serves clients from its local area, reflecting a focused practice within the broader financial planning industry.

Find Callahan Financial Planning employees' phone numbers or email addresses

Callahan Financial Planning Global Highlights

Location
Employees

North America
3

Minus sign iconPlus sign icon
  • United States Of America
    3

Callahan Financial Planning's Leadership

  • Stylized image of a person
    C. M. S.
    Director Of Client Services
    Mobile Phone
  • Stylized image of a person
    M. C.
    Director Of Investment Management
    Mobile Phone

Callahan Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Callahan Financial Planning

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. M. S.
    Director Of Client Services
    Mobile Phone
    United StatesMinnesota
    Apr 14, 2026
  • Stylized image of a person
    M. C.
    Director Of Investment Management
    Mobile Phone
    United StatesMinnesota
    Jun 03, 2026

Frequently Asked Questions

What is Callahan Financial Planning known for?

Minus sign iconPlus sign iconCallahan Financial Planning operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-651-714-****
. Explore Callahan Financial Planning's company overview page for more information.

What is Callahan Financial Planning's most common email format?

Minus sign iconPlus sign iconCallahan Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Callahan Financial Planning email formats with LeadIQ.

How many employees does Callahan Financial Planning have currently?

Minus sign iconPlus sign iconCallahan Financial Planning has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Callahan Financial Planning's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Callahan Financial Planning's key employees include:

  • Director Of Client Services: C. M. S.
  • Director Of Investment Management: M. C.

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