Featured Business Financial Advisor in Centennial, CO
Centennial Financial Advisors
Callahan Financial Planning Company
6500 S Quebec St
Centennial, CO 80111
Phone Number
“Centennial 's Fee-Only Financial Planners”
Advisor Profile
Reuben J. Brauer, CFP
Name:  Reuben J. Brauer, CFP
Website:  Visit Website
Disclosure Link:
https://www.adviserinfo.sec....
Disclaimer
Callahan Financial Planning Company, a fee-only SEC-registered investment advisor. A registered investment advisor has a fiduciary relationship with its clients to ensure advice and recommendations place a client's interests first. Client assets are held at an independent brokerage selected by the client and investment advisor. See these disclosures for additional important information. Callahan Financial Planning Company is not compensated to make recommendations by any other financial institution.

About Callahan Financial Planning Company

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.
 

General Information

Firm CRD#:    153050
Name of Custodial Firm:    TD Ameritrade Institutional , Charles Schwab
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses
States Willing to do Business in:    Alameda,Albany,Belvedere Tiburon,Benicia,Berkeley,Bolinas,Brisbane,Concord,Corte Madera,Crockett,Daly City,El Cerrito,El Sobrante,Eldridge,Emeryville,Fairfax,Forest Knolls,Hercules,Inverness,Lafayette,Lagunitas,Martinez,Mill Valley,Moraga,Napa,Nicasio,Novato,Oakland,Olema,Orinda,Penngrove,Petaluma,Pinole,Pleasant Hill,Point Reyes Station,Port Costa,Richmond,Rodeo,San Anselmo,San Bruno,San Francisco,San Geronimo,San Pablo,San Rafael,Sausalito,Sonoma,South San Francisco,Stinson Beach,Vallejo,Walnut Creek,Woodacre,CA
States Licensed in:    CA
CRD#:    5887664
 

Services

Investment Types:    Mutual Funds, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Stocks, Insurance, Bonds, Alternative Investments, Commodities
I can meet clients in the following ways:    Video Conference, Via email, Via phone, At my office
 

Qualifications & Memberships

Securities Licenses:    Series 66, Series 65
Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA)
 

Firm Information

Assets Managed by Firm:    $125 million
Firm's Number of Clients:    130
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $750,000
 
 
 
 
 
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