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Boston - One Boston Place

Callahan Ceplenski

CFP®

Wealth Advisor

201 Washington St, 11th Floor
Boston, MA 02108

Callahan Ceplenski

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Callahan Ceplenski

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Callahan

Callahan supports a team of wealth advisors with maintaining client relationships and assisting with wealth and tax planning for high-net-worth individuals and their families.

In his spare time, Callahan enjoys golfing, traveling, CrossFit, and being active outdoors.

Education and Professional Milestones

  • Florida Southern College - Bachelor of Science in Accounting and Business Administration
  • Has held roles as a tax senior at Wolf & Company P.C. and as a Tax Associate at Andersen Tax
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