Financial Advisors
San Rafael, CA
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.
Ideal for: Individuals seeking comprehensive financial planning, pre-retirees and retirees, families wanting personalized wealth management strategies
Service area: San Rafael and surrounding Marin County area
Independent Advisor: Operating independently allows for unbiased financial guidance without conflicts of interest from large financial institutions.
Personalized Planning: Develops customized financial strategies tailored to each client's specific circumstances, goals, and timeline.
Address: 851 Irwin St #201A, San Rafael, CA 94901
Phone: (415) 795-8350
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