Corey Callahan, Cfp® personal email
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Trust is a key component of any relationship, whether business or personal. You will find in working with the Callahan Financial Management Group, LLC, we hold ourselves to a high standard when it comes to trust and understanding what our client's needs and objectives are. In supporting our clients who have entrusted us with their financial well being, our primary objective is to help them realize their financial goals and create a plan to accomplish those goals. Being born and raised in Dayton, I fittingly chose to attend the University of Dayton and went on to graduate with a degree in Finance. After college, but before joining the Callahan Financial Management Group, LLC in 2008, I moved to Boston for a sales position with MFS Investment Management. After spending time in Boston and learning the industry from mostly an investment perspective, I decided to move back to Ohio and begin my career as a financial advisor. Our team is focused on helping our clients achieve their goals with a strong focus on customer experience. We truly believe our relationship with the client is the most important piece to their financial success. I have high interest in connecting with individuals who are:-Interested in creating a retirement plan based upon their needs/ objectives-Passionate about serving others and are actively involved in their community-Business Owners-Local athletes who play or may have an opportunity to play at a professional levelPlease feel free to contact me with any questions you may have.Email: corey.callahan@wfafinet.comWebsite: http://www.callahanfinmgmt.wfadv.comThis information is intended for use by residents of AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, and WY only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
Callahan Financial Management Group, Llc
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Financial AdvisorCallahan Financial Management Group, Llc Jul 2008 - Present
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Sales RepresentativeMfs Investment Management 2007 - 2008Boston, Massachusetts, Us
Corey Callahan, Cfp® Skills
Corey Callahan, Cfp® Education Details
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University Of DaytonBusiness -
Centerville High School
Frequently Asked Questions about Corey Callahan, Cfp®
What company does Corey Callahan, Cfp® work for?
Corey Callahan, Cfp® works for Callahan Financial Management Group, Llc
What is Corey Callahan, Cfp®'s role at the current company?
Corey Callahan, Cfp®'s current role is Financial Advisor at Callahan Financial Management Group, LLC.
What is Corey Callahan, Cfp®'s email address?
Corey Callahan, Cfp®'s email address is ca****@****ail.com
What schools did Corey Callahan, Cfp® attend?
Corey Callahan, Cfp® attended University Of Dayton, Centerville High School.
What skills is Corey Callahan, Cfp® known for?
Corey Callahan, Cfp® has skills like Retirement Planning, Investments, Employee Benefits, Risk Management, Customer Service, Retirement, Financial Analysis, Finance, Strategic Planning.
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