Richard McCallister is the Principal of McCallister Financial Group.

Mr. McCallister is Certified Financial Planner^TM (CFP^®). He has specialized training in financial planning, estate planning, tax planning, insurance planning and investment planning through the CFP Professional Education Program administered by the National Endowment for Financial Education.

The CFP is recognized and respected throughout the financial services industry. The title Certified Financial Planner indicates to clients that the individual has proven, through a series of exams, that he understands the business and the products and services associated with it. Mr. McCallister became a CFP® to bring real value to his client relationships. Anyone can be a planner or, for that matter, a broker. However, not everyone can remain as current with changes in tax laws, product changes and planning issues as someone who is certified and maintains that certification in good standing through continuing education. Additionally, and equally importantly, maintaining the CFP® requires strict adherence to ethical conduct standards that are important to clients.

The Certified Fund Specialist (CFS) designation is a similar designation that requires one year of study and additional testing in the areas of mutual funds, annuities and asset allocation. Mr. McCallister obtained the CFS certification to give his clients all of the expertise that he possibly could.

Mr. McCallister has worked in the financial services industry for 16 years. He has held management positions with Accenture and Deloitte & Touche, and has performed management consulting work with local mutual fund companies, savings and loans and life insurance companies, including American Funds, Pacific Life, Home Savings & Loan, Home Federal Bank and Mitsui Manufacturers Bank.

Rick, his wife Mona and children Michael, Megan and McKenna, long time Southern California residents, live in Rancho Palos Verdes with their miniature goldendoodle, Noodles.

Items of note include:

Certified Financial Planner^TM (CFP^®)
Certified Fund Specialist (CFS)
FINRA Series 7 Securities License
California Health and Life Insurance License (OB24703)
California Authorization for Variable Contracts
Graduated Cum Laude from University of Southern California
Member of the NTSAA (National Tax Sheltered Accounts Association)
Member of MENSA Society