Callahan Financial Planning | Palo Alto Financial Advisors
Business details
- Category
- Financial Services · Financial planner
- Address
- 3000 El Camino Real Ste 4-200, Palo Alto, CA 94306
- Phone
- (650) 618-9225
- Website
- callahanplanning.com
- County
- Santa Clara County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–2 PM
- Saturday: Closed
- Sunday: Closed
About
Palo Alto and Peninsula families turn to Callahan Financial Planning for personal financial planning that brings clarity to their long-term goals. We are a financial planning practice based in Palo Alto, serving individuals and households across the Peninsula and the wider South Bay.
Our work centers on helping clients organize their finances around the decisions that matter most, from saving and investing to planning for the years ahead. We take the time to understand each client's situation and build a plan that fits their goals rather than a one-size-fits-all approach.
Our role is to be a steady, knowledgeable partner who explains the reasoning behind each recommendation in plain language.
Learn more and get in touch through our website.
Our work centers on helping clients organize their finances around the decisions that matter most, from saving and investing to planning for the years ahead. We take the time to understand each client's situation and build a plan that fits their goals rather than a one-size-fits-all approach.
Our role is to be a steady, knowledgeable partner who explains the reasoning behind each recommendation in plain language.
Learn more and get in touch through our website.