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Corey Callahan, Cfp® Email & Phone Number

Financial Advisor at Callahan Financial Management Group, LLC at Callahan Financial Management Group, LLC
Location: Dayton, Ohio, United States 2 work roles 2 schools
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Current company
Callahan Financial Management Group, LLC
Role
Financial Advisor at Callahan Financial Management Group, LLC
Location
Dayton, Ohio, United States

Who is Corey Callahan, Cfp®? Overview

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Corey Callahan, Cfp® is listed as Financial Advisor at Callahan Financial Management Group, LLC at Callahan Financial Management Group, LLC, based in Dayton, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Corey Callahan, Cfp®.

Corey Callahan, Cfp® previously worked as Financial Advisor at Callahan Financial Management Group, Llc and Sales Representative at Mfs Investment Management. Corey Callahan, Cfp® holds Finance, Business from University Of Dayton.

Profile bio

About Corey Callahan, Cfp®

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.

Listed skills include Retirement Planning, Investments, Employee Benefits, Risk Management, and 5 others.

Current workplace

Corey Callahan, Cfp®'s current company

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Callahan Financial Management Group, LLC
Callahan Financial Management Group, Llc
Financial Advisor at Callahan Financial Management Group, LLC
2 roles · 20 years

Corey Callahan, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Callahan Financial Management Group, Llc
Jul 2008 - Present
2 education records

Corey Callahan, Cfp® education

Finance, Business

University Of Dayton

Education record

Centerville High School
FAQ

Frequently asked questions about Corey Callahan, Cfp®

Quick answers generated from the profile data available on this page.

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 Callahan Financial Management Group, LLC?

Corey Callahan, Cfp® is listed as Financial Advisor at Callahan Financial Management Group, LLC at Callahan Financial Management Group, LLC.

Where is Corey Callahan, Cfp® based?

Corey Callahan, Cfp® is based in Dayton, Ohio, United States while working with Callahan Financial Management Group, LLC.

What companies has Corey Callahan, Cfp® worked for?

Corey Callahan, Cfp® has worked for Callahan Financial Management Group, Llc and Mfs Investment Management.

How can I contact Corey Callahan, Cfp®?

You can use AeroLeads to view verified contact signals for Corey Callahan, Cfp® at Callahan Financial Management Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Corey Callahan, Cfp® attend?

Corey Callahan, Cfp® holds Finance, Business from University Of Dayton.

What skills is Corey Callahan, Cfp® known for?

Corey Callahan, Cfp® is listed with skills including Retirement Planning, Investments, Employee Benefits, Risk Management, Customer Service, Retirement, Financial Analysis, and Finance.

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