Callahan Financial Planning Employee Directory

Q: What is Callahan Financial Planning known for?

Callahan Financial Planning was founded in 2010. Callahan Financial Planning operates in the Investment Management industry.

Q: How many employees does Callahan Financial Planning have currently?

Callahan Financial Planning has approximately 11 employees.

Investment ManagementIowa, United States11-50 Employees

Callahan Financial Planning is a fee-only personal financial planning and investment management company. The company provides planning for families seeking to prepare for retirement, receive advice on an investment portfolio, family office services, wealth management, tax preparation & planning, estate planning, and more.

Learn more at our website at https://callahanplanning.com

© 2010-2025 Callahan Financial Planning Company, a fee-only SEC-registered investment advisor. A registered investment advisor has a fiduciary relationship with its clients to ensure advice and recommendations place a client's interests first. Client assets are held at an independent brokerage selected by the client and investment advisor.

Find Callahan Financial Planning employees' phone numbers or email addresses

Callahan Financial Planning Global Highlights

North America
6

United States Of America
6

Callahan Financial Planning's Leadership

R. B. C.
Managing Director
Mobile Phone
Email

Contact profiles from Callahan Financial Planning

Name

Title

Contact Info

Location

Last Update

R. B. C.
Managing Director
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Callahan Financial Planning known for?

Callahan Financial Planning was founded in 2010 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-402-341-****

. Explore Callahan Financial Planning's company overview page for more information.

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

Callahan 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?

Callahan Financial Planning has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Callahan Financial Planning's key employees include:

Managing Director: R. B. C.

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