Callahan Financial

Callahan Financial Wealth Mgmt in house, Comprehensive retirement, education, elder care, and estate planning Joe Callahan - President/CEO

Joe was born in Dayton, Ohio in 1963.

His father died when he was 4 years old. His mother raised him and his three sisters by herself. He learned many lessons very early in life about how fragile life is, how to survive, manage a household on a shoestring and work! He began Callahan & Associates in September of 1987 in a 1-room office downtown at Longworth Hall. Education:
University of Cincinnati with a degree in Marketing and Financ

e. Registrations and Certifications:
# Insurance Licenses (L & H)
# Licensed Property and Casualty Insurance
# Series 7, 24, 63 Securities thru LPL
# CFP® professional in 1992
# Parent Care Solution (PCS) Certified
# Licensed Loan Officer
# Post Masters Program for “The Strategic Coach”

Volunteering/Community:
# Big Brothers Association.
# Prokids – a court appointed special advocate (CASA) helping abused and neglected children.
# Drop Inn Center
# Coaching youth sports
# Strategic Coach
# Mission trips

Sports/Activities:
Joe loves to travel both in the United States and around the world. He enjoys any sporting activity including golf, tennis, rugby, running and working out. Personal Mission:
Joe’s personal mission is to strive each and every day to give more than he receives, to find the good in everyone he meets, to grow closer each day to God through his personal journey and his community. 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. Please visit our website www.WeAreOneSeven.com for important disclosures. Securities offered through Fortune Financial Services, Inc., Member FINRA/SIPC. OneSeven and Fortune Financial Services, Inc. are separate entities.

07/16/2026
Your financial future should not feel like a guessing game.Without a clear plan, it can be easy to feel overwhelmed by r...
07/13/2026

Your financial future should not feel like a guessing game.

Without a clear plan, it can be easy to feel overwhelmed by retirement decisions, market changes, family priorities, and unexpected life events.

At Callahan Financial, we help create a financial roadmap built around your goals, your family, and your future. Through custom planning and ongoing guidance, we work with you to bring more clarity and confidence to each step forward.

Let’s build your path forward.

Website: https://www.callahancincy.com/



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. All titles listed for individuals associated with Callahan Financial represent the individual’s role with Callahan Financial, not their role with OneSeven. Advisory services are provided under the name Callahan Financial, a DBA of OneSeven.

A strong financial future starts with a strong foundation.Life changes. Markets shift. New goals come up. Unexpected cha...
06/29/2026

A strong financial future starts with a strong foundation.

Life changes. Markets shift. New goals come up. Unexpected challenges happen. That is why your financial plan should not be something you create once and forget about.

At Callahan Financial, we help build and review your plan over time so it can adapt with your life, protect what matters most, and support the future you are working toward.

Plan today with confidence for tomorrow.

Website: https://www.callahancincy.com/



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. All titles listed for individuals associated with Callahan Financial represent the individual’s role with Callahan Financial, not their role with OneSeven. Advisory services are provided under the name Callahan Financial, a DBA of OneSeven.

For many business owners, the business is the largest asset they have. But without a clear succession plan, it can quick...
05/29/2026

For many business owners, the business is the largest asset they have. But without a clear succession plan, it can quickly become the biggest source of uncertainty.

Who takes over?
How is the value transferred?
What happens to employees, clients, and income?

These aren’t questions to figure out in a crisis.

A well-structured plan helps protect what you’ve built, supports your family, and creates options for your future whether that means selling, transitioning, or stepping back on your terms.

If you own a business and don’t yet have a succession plan in place, now is the time to start the conversation.

Visit https://www.callahancincy.com/contact to build a strategy that protects your business and your future.






Retirement is closer than most people think. The difference between feeling prepared and feeling uncertain often comes down to having a clear plan in place.

It’s not just about how much you’ve saved. It’s about how you use it, protect it, and turn it into something that supports your life long-term.

If you’re within a few years of retirement, now is the time to get intentional about your next steps.

Visit https://www.callahancincy.com/contact to start building a plan that gives you clarity and confidence for what’s ahead.






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. All titles listed for individuals associated with Callahan Financial represent the individual’s role with Callahan Financial, not their role with OneSeven. Advisory services are provided under the name Callahan Financial, a DBA of OneSeven.

Address

9428 Kenwood Road
Blue Ash, OH
45242

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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