AI Profile
Financial Advisors · San Rafael, CA
Serves San Rafael and surrounding Marin County area
Last Crawled by AI
June 2, 2026
AI Platforms
6 monitoring
Updated by Lantern
April 21, 2026
Callahan Financial Planning is an independent financial advisory firm based in San Rafael, offering comprehensive financial planning and advisory services to individuals and families. The firm specializes in helping clients develop personalized strategies to manage their wealth, plan for retirement, and achieve their long-term financial goals. With a focus on personalized service and professional guidance, they work directly with clients to create tailored financial plans.
Independent Advisor
Personalized Planning