Dan Callahan, CFA / Financial Advisor in Charleston, South Carolina

My name is Dan Callahan, CFA and I work closely with retirees, business owners, executives, medical practitioners, and young professionals to solve their unique financial challenges. I've had the opportunity to work with clients all across the country and help them apply proven strategies to invest smarter, reduce their taxes, protect their assets, mitigate risks, eliminate debt, and retire with the confidence that they will not outlive their assets.

Specialties

401K Consulting 401k Rollover Advisory And Investment Management Business Planning Certified Financial Planner CFA CFP ® Chartered Financial Analyst College Planning Comprehensive Financial Planning Debt Management Estate Planning ETFs Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Independent Investment Advisor Investment Consulting Investment Management Investment Services IRA Middle Income Mutual Funds NAPFA Member Passive Investment Strategies Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Stocks Sustainability Wealth Management Young Investors