Joe Callahan, CFP®
Financial Advocates for Main Street America
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Serving Clients Nationwide
Financial Advocates for Main Street America
Areas of Focus
- Caregiving for Parents
- Divorce Financial Planning
- Education Funding
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Joe Callahan, CFP®
Hi, I'm Joe Callahan. I founded Callahan Financial in 1987. I have been very blessed and enlightened from a young age.At four years old, my father died of cancer and my mother raised myself and my three sisters. I learned how fragile life can be. I learned how to adapt and not only survive but thrive. I learned how to do very much with very little. I learned all this through the lens of a child, by a strong and courageous mother.
At seven years old, as a family we began to go one evening per week to the local soup kitchen, to serve. My mom wanted to let us know we had a blessed life. She wanted us to take on a heart of service.
As a result of this, I focus my free time on things that matter to me, and serve not in a board capacity but on the ground amongst the great people the organization is helping.
My life experiences have shaped how I lead. How I lead our team and how I lead clients. I have learned that what people want more than anything is to work with people that care about them. We want you to thrive, relationally, physically, spiritually, emotionally and financially. We don’t just focus on the finances, instead we focus on all of you.
In reflecting, it is amazing to see how life’s struggles often go on to help shape who we are and how we are able to bless others from what we’ve learned along the way.
Activities that matter:
▪️ Youth coach in football, basketball, baseball, and rugby.
▪️ Big Brothers' Association for the past 47 years, first as a little brother and now as a big brother.
▪️ CASA advocate for abused and neglected children.
▪️ Mission and disaster relief activist: Providing relief for victims of tornadoes, hurricanes, floods, etc. | Traveling to other countries to create self-sustaining opportunities and hope.
▪️ City Gospel Mission – mentoring and leading men in addiction, into sobriety.
▪️ 2011 Altruism Award (Given by Registered Rep magazine for “Advisors with Heart".)
▪️ Crossroads Church.
▪️ Men’s small group leader.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
9428 Kenwood Road, Cincinnati, OH 45242
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Callahan Financial
For more than 30 years, Callahan Financial has provided families and small businesses with financial advocacy, collaborative problem solving and vision casting for the future.Services We Provide That Support This Process:
▪️ Financial Planning for your specific needs
▪️ Transition and Retirement Planning
▪️ Asset Management
▪️ 401K, IRA, SEP, 403(b) and a variety of other accounts (start up, rollover and consolidation)
▪️ Insurance and Risk Management
▪️ College Education Planning and Solutions
▪️ Senior Care / Parent Care Education and Strategies
▪️ Trust Services
Get to Know Callahan Financial
In 1987, Callahan Financial started with a vision and passion for helping individuals navigate through life's financial challenges and surprises. Over the years we have helped people just like you through everything that intersects their lives financially. Our approach is one of advocacy, we are on your side and as fiduciaries we advocate for you and look out for your best interest.
We have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. Our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Who We Are
We are financial professionals that have dedicated our careers to being financial advocates for main street America. We are husbands and wives, friends and neighbors, coaches and mentors within our community. We sit next to you at church and care about our community just as you do. We are investment and risk managers.
Our goal is to help you prepare to put your kids through college or take care of your aging parents. Our goal is to help you plan for your retirement while providing for your family today. We are financial advocates for our clients and want to help remove any potential anxiety and fear around your financial future. Our goal is to help you create a vision and path for your future.
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OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Services are provided under the name Callahan Financial, a DBA of OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.
Education
University of Cincinnati, Finance
Hobbies and Interests
- Church
- Family
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Caregivers
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Widow
- Women in Transition
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FAQs
FAQ Disclosures
OneSeven is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Services are provided under the name Callahan Financial, a DBA of OneSeven. Investment products are not FDIC insured, offer no bank guarantee, and may lose value.
