Callahan Financial Planning | Palo Alto Financial Advisors - Palo Alto (CA)

Heather Vina Sara is professional and extremely knowledgeable. She and her team make investing in your future and enjoyable event.

Rachel Bell Transferring all my investments to Ebert Capital was the best decision Ive made. I sold a house right at the beginning of the pandemic and took Bens advice to invest the profit and the gains have been exceptional. This company really does its research and works hard to build your investments, and at the same time maintains a quick responsiveness and caring about clients. With all of the stresses of 2020, my financial investments gladly are not one of them.

Judy Hodgson Katherine is excellent at untangling bookkeeping records for tax preparation. She has helped us with the financial aspects of our business, and kept on top of the minutia, which has allowed us to focus on what we do best.