


Callahan Financial Planning Revenue
Financial Services • Woodbury, Minnesota, United States • 1-10 Employees
Callahan Financial Planning revenue & valuation
| Annual revenue | $2,200,000 |
| Revenue per employee | $550,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $7,100,000 |
| Total funding | No funding |
Key Contact at Callahan Financial Planning
Michelle Campbell
Director of Investment Management
Company overview
| Headquarters | 1000 Radio Drive - Ste 100, Woodbury, Minnesota 55125, US |
| Phone number | +16517140323 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Employees | 1-10 |
Callahan Financial Planning Email Formats
Callahan Financial Planning uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@cfpcorp.net), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cfpcorp.net | 100% |
About Callahan Financial Planning
Callahan Financial Planning Corporation is driven by the financial planning process. The four simple words on our business card and stationery outline this life-long process. Our first obligation is to plan by together documenting where you are, where you want to go and why. Then we protect what you have now and in the future. Next, we do our best to grow the existing portfolio. Finally, there comes a time to distribute your portfolio by using it and leaving it to our loved ones and charity. Many financial professionals have built their businesses on transactional, short-term gains, but we truly believe that ultimate success is driven by the strategic financial plan. In order to truly protect your financial legacy, we believe that all of the tools necessary to do so should be available from the same source. Just as a coach sees the entire field and presents the best possible options for the team, we approach financial planning from a collective strategy that allows you to feel more equipped in your financial game.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Callahan Financial Planning has never raised funding before.
Frequently asked questions
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