William alan callahan, CFA

Advisor to fintech startups, angel and venture investor, founder




Founded startup – preparing for launch

2021 - Present

Angel Investor

Frequent investor in pre-seed and seed angel rounds, and occasional venture rounds

2021 - Present


Advisor to fintech software firm that provides values-based portfolio research and audits (e.g., climate, DEI, BIPOC, faith)

2021 - 2022

TS Bank

Leading asset management, financial planning, tax preparation and tax planning unit for the bank following acquisition

2010 - 2021

Callahan Financial Planning

Founder and chief executive officer, successfully raised equity via 2 fundraising rounds

2020 - 2021

Mutual First Federal Credit Union

Director and treasurer, board of directors

2015 - 2020


Advisor to executive team and member of advisory board


El Camino de Santiago

Hiked for approximately 1.5 months, beginning in France, and ending near the Atlantic coast of Spain/Portugal

About Me

I’m an entrepreneur that enjoys building relationships and businesses. I’m actively investing in private companies (angel/seed investments to late stage).



CFA Institute - Chartered Financial Analyst (CFA) Charterholder

Creighton University - Master of Business Administration (MBA)

Creighton University - Master of Investment Management & Financial Analysis (MIMFA)


CFP Board - Certified Financial Planner (CFP) Professional


University of Nebraska at Omaha - BSBA in Corporate Finance, Banking & Financial Markets, Investment Science & Portfolio Management

Kinder Institute - Registered Life Planner (RLP)


Financial Markets (Behavior, History, Interaction, Portfolio Design)
Banking (Strategy, Product, Launch, Credit, Asset/Liability Management)
Regulatory and Compliance - (SEC, FINRA, Banking)
CFO (Accounting, Controls, Financial Statements, Reporting)
Product Management (Launch, Design, Distribution)
CMO (Campaign Strategy, Multi-Channel)
CTO (Fullstack, Device Mgmt, Authentication, Security, Admin)