Callahan Financial Planning | San Rafael Financial Advisors

Services Offered

• Investment Management
• Portfolio Management
• Tax Planning
• Tax Preparation
• Retirement Planning
• Estate Planning

About

Callahan Financial Planning is an independent financial advisor firm located in San Rafael, California, serving clients throughout Marin County and the Bay Area. The firm specializes in providing objective personal financial planning services for a fee, rather than through commissions. Their advisory topics include investment and portfolio management, tax planning and preparation, retirement preparation, and estate planning. Callahan Financial Planning aims to assist individuals and families in achieving their financial goals through comprehensive planning and tailored strategies.

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