Maggie Callahan CFP®
I joined Brio as an Associate Wealth Advisor after moving cross-country to the Bay Area with my partner of six years, Shelby. We were ready for a new adventure, and the Bay felt like the perfect place to build both a life and a career rooted in community and purpose.
Before Brio, I supported more than 60 households as an Associate Financial Planner, helping clients organize their financial lives, prepare for big decisions, and turn complex questions into clear, actionable plans. I’m a CERTIFIED FINANCIAL PLANNER® professional with a background in financial planning and corporate social responsibility, and I bring both technical rigor and empathy to every conversation. I love digging into the details, whether that’s running projections, mapping out scenarios, or simply making sure nothing falls through the cracks.
What motivates me most is access. Throughout my career, I’ve been involved in financial literacy and community outreach, from mentoring students to supporting individuals rebuilding their lives after incarceration. I believe financial knowledge should be empowering, not intimidating. My goal is to help people move from uncertainty and stress to clarity and confidence, so they can focus less on money worries and more on living the life they want.
I care deeply about relationships and pride myself on listening closely, communicating clearly, and following through. To me, great planning isn’t just about numbers, it’s about helping people feel seen, supported, and in control of their future
EDUCATION & ACCREDITATIONS
Temple University, Fox School of Business and Management, Bachelor of Business Administration, Financial Planning, Minor in Corporate Social Responsibility - 2023
CERTIFIED FINANCIAL PLANNER® Certification - 2025
LIFE PASSIONS
Outside of work, you’ll usually find me soaking up everything the Bay Area has to offer. I love getting out into nature, whether that’s hiking coastal trails, biking through the city, tide pooling, or packing a picnic for the park. I’m happiest staying active and curious, playing soccer, exploring museums and neighborhood markets, catching a movie in a theater, or listening to live music. And yes, I’ll happily balance all that with a few hours of reality TV or a favorite sitcom.