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Callahan Financial Planning Employee Directory

Investment ManagementIowa, United States11-50 Employees

Callahan Financial Planning is a fee-only investment management and personal financial planning firm based in Treynor, Iowa. It serves families seeking retirement preparation, portfolio guidance, wealth management, tax planning and preparation, and estate planning, among other services, operating as an independent fiduciary to place client interests first. The company provides a range of advisory offerings tailored to individuals and family offices, underscoring its position within the investment management industry as a fee-only, fiduciary advisor that holds client assets at an independent brokerage chosen with input from the client and advisor. Founded in 2010, Callahan Financial Planning has expanded with multiple office locations and partnerships, reflecting growth and outreach beyond its original Midwest base. In recent developments, the firm announced partnerships with OneSeven and Merchant in 2023, signaling ongoing activity with affiliated advisory networks and expanded collaboration in the RIA space.

Find Callahan Financial Planning employees' phone numbers or email addresses

Callahan Financial Planning Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Callahan Financial Planning's Leadership

  • Stylized image of a person
    R. B. C.
    Managing Director
    Phone icon
    Mobile Phone

Callahan Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Callahan Financial Planning

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. B. C.
    Managing Director
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Callahan Financial Planning known for?

Minus sign iconPlus sign iconCallahan 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?

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 11 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Managing Director: R. B. C.

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