Allison Cerven was Promoted as Chief Compliance Officer at www.callahanplanning.com

Date of management change: January 08, 2018 

What Happened?

Omaha, -based www.callahanplanning.com Promoted Allison Cerven as Chief Compliance Officer

 

About the Company

Callahan Financial Planning is an Omaha-based independent fiduciary financial advisory firm, providing financial planning and investment management services. This means the company and all employees make a legal and ethical commitment to place our clients` interests ahead of our own in everything that we do. Callahan Financial Planning is a federally registered investment advisor serving clients in several states throughout the United States. We provide a unique form of conflict-free financial advice through our fee-only ongoing financial planning and investment advisory service. Our practice is one of the largest NAPFA financial advisory practices in Nebraska today.

 

About the Person

Allison Cerven is Chief Compliance Officer at www.callahanplanning.com. Previously, Allison held various senior legal leadership roles in the industry.

 

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