Wealth Management Walnut Creek
I specialize in managing client's IRAs, 401(k)s, 403(b)s, non-retirement savings, college savings, mutual funds, stocks, bonds, life insurance and more. She earned her Bachelor's Degree in Political, Legal, and Economic Analysis as well as her Master's Degree in Public Policy from Mills College in Oakland, CA. Jennifer also received a Certificate in Financial Planning (awarded with distinction) from UC Berkeley Extension.
As a Certified Financial Planner (TM) professional, David develops comprehensive financial planning strategies to help address client goals, and then help clients implement those strategies, often in coordination with clients' other professional advisors.
Long-term care insurance is issued by Northwestern Long Term Care Insurance Company, Milwaukee, WI, (NLTC) a subsidiary of NM. Securities are offered through Northwestern Mutual Investment Services, LLC, (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, member FINRA and SIPC Fiduciary and fee-based financial planning services are offered through Northwestern Mutual Wealth Management CompanyŽ (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank.
Whether that means taking a consultative approach as a wealth manager, a strategic asset allocation approach as a fee-based investment advisor or a tactical approach specializing in traditional investments, you have the freedom to run your business the way you want to.
Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC , an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.
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Callahan Financial Planning is an independent fiduciary financial advisory firm, providing financial planning and investment management services, serving the San Francisco Bay Area from San Rafael, CA. We provide conflict-free financial advice, commonly called fee-only financial planning.
Collaborative and holistic, we offer a team-based approach focused on your unique needs, and will create a dynamic wealth management plan that will grow with you, reflecting your evolving goals and priorities. Next, we removed any firms that have disclosures , lack financial planning services or do not manage individual accounts.