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.


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