SAN RAFAEL, Calif.--(BUSINESS WIRE)--Callahan Financial Planning Company, an independent financial planning and investment management company, is pleased to announce its expansion in the San Francisco Bay area in Marin County with clients of Gary A. Dossick & Associates expected to join Callahan Financial Planning.
Gary A. Dossick & Associates, Inc. clients will be served under an agreement between the two firms to ensure collaboration, continuity, and a seamless transition of investment management and tax preparation services to Callahan Financial Planning.
“The team at Callahan Financial Planning has impressed me at every turn with the care they provide to the individuals and families they serve, and the level of diligence and integrity in their work,” said Gary Dossick, president and founder of Gary A. Dossick & Associates. “I am confident our clients’ interests will be first and foremost with Callahan, and that the level of service they receive will be exceptional.”
“Much like our firm, the team at Gary A. Dossick & Associates is known for its client-centric approach, and we look forward to building relationships and working with all the individuals and families who have been served by Gary and his team,” said William A. Callahan, CFA, CFP®, Callahan Financial Planning President.
Callahan Financial Planning leadership view the San Francisco Bay Area and Omaha both providing great opportunities for future growth, particularly in their target market of serving investors seeking a professional for added guidance and support as they near retirement.
Callahan Financial Planning differentiates itself by providing fee-only, conflict-free financial advice to consumers, which is seen as an essential part of trustworthy financial advice.
“Our goals-based approach helps us align our clients aspirations with their goals, and I think this intersection of financial planning and life planning will really resonate with our new clients, as it’s some of our most important work,” said Rebecca Barnes, EA, a tax and financial planning associate with Callahan Financial Planning.
Callahan Financial Planning Company, founded in 2010, is an independent fiduciary financial advisory firm providing services including investment management, retirement planning, tax planning and preparation, and estate planning to individuals and families. Financial advice from the firm is always fee-only, which ensures conflicts of interest are avoided or minimized when providing financial advice to consumers.
Gary A. Dossick & Associates, Inc. was founded in 1984 and has served the Bay area for over 35 years, providing investment management and tax preparation services.