Broker Check

 Ryan F. Callahan, CFP®, CIMA®, CPFA

Planning for your retirement is a marathon not a sprint, and having a time-tested process is key to helping you work towards your financial goals.  With constant market volatility, headline risk and uncertainty, it’s easy to get off track. Ryan F. Callahan of Northeast Planning Associates will work with you to develop a thoughtful financial plan to help you stay on course and block out the noise.
 
Ryan works directly with select clients of Caleb, always striving to provide a superior client service experience. He works with you to determine both long-term and short-terms goals, then formulates a financial plan that puts you on a path towards the financial future you want and deserve.  Ryan makes objective investment recommendations that always put your interests first.  Over time, as you or your family’s situation changes, the underlying financial plan is monitored and updated, to maintain balance in your investments and keep you on your path.
 
Ryan has more than ten years of experience in the financial services industry, beginning his career in 2009 with Fidelity Investments, where he partnered with financial advisors across the country to help them plan for their clients while also teaching continuing education courses, providing solutions for client specific needs, and presenting at conferences on the critical components of retirement income planning.  He returned to New England in 2018 with Lincoln Financial to help local advisors in the same capacity.  But a passion for planning led Ryan to NPA where he would have the opportunity to work with and assist clients directly. 
 
Ryan holds his Series 7, 63 and 66 registrations and life and health licenses through LPL Financial.  He maintains a CERTIFIED FINANCIAL PLANNERTM certification, as well as a Certified Investment Management Analyst® (CIMA®) designation that he earned at the Wharton School of Business at Pennsylvania.  He also is a Certified Plan Fiduciary Advisor (CPFA).  Ryan graduated with a Bachelor’s degree in Finance from Bryant University, double minoring in psychology and communication. 
 
Ryan and his wife, Ashley, reside in Nashua, NH with their two sons, Beau and Bale, and their bulldog, Luciana. Ryan is a member of the Nashua Lions Club and is also a Lector at the Parish of the Resurrection Catholic Church in Nashua. He is a board member for the Cystic Fibrosis Foundation's Northern New England Chapter, President of The Geoff Higginbotham Memorial Foundation (a registered 501(c)(3) charity), and the Chair of Tomorrow's Leaders. He enjoys spending time with family, cooking, watching football and sneaking in the occasional round of golf.

Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), a RIA and broker-dealer (BD), member FINRA/SIPC. Credit union is not a RIA or BD. Insurance products offered through LPL or its licensed affiliates. LPL registered representatives offer products and services using NPA. These products and services offered through NPA, LPL, or its affiliates, which are separate entities from, and not affiliates of the credit union, are:

Not Insured by NCUA
or Other Government Agency  
No Credit Union Guarantee  Not Credit Union Deposits or
Obligations  
May Lose Value  

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.