Our People

Rick McCallister, CFP® is the Principal of McCallister Financial Group. He began his career in the financial service industry over 25 years ago as a consultant with Accenture and Deloitte, where he worked with firms such as American Funds, Pacific Life, Home Savings & Loan, Home Federal Bank and Mitsui Manufacturers Bank. In 1994, he began his career as a Financial Planner and obtained his Certified Financial PlannerTM designation.

His passion for the financial business began when he bought his first stock at age 14. He believes strongly in the importance of educating clients while helping them reach their goals. While he is a planner, he sees his role as more of an investment coach.

“I can create an investment plan for a client and tell them how to execute it, but if they don’t understand the what and why, they’re less likely to be successful investors.”



Rick is proud to have been selected as a SmartVestor Pro because of his experience and drive to help others. You can read more about what it means to work with a SmartVestor Pro, and why Rick is a big fan of Dave Ramsey, by clicking

 “It’s not an overstatement to say that my personal mission is to change my client’s futures. I hold regular client education events because I think that through learning, my clients will have more peace of mind, a better financial picture, and ultimately a better life.”

Rick graduated Cum Laude with a BS in Computer Science from the University of Southern California. Rick, his wife Mona and their children Michael, Megan, and McKenna, live in Rancho Palos Verdes with their goldendoodle, Noodles. In his spare time he enjoys hiking, reading, and volunteers with his daughter’s soccer team and the Boy Scouts of America.

Items of note include:
Certified Financial PlannerTM (CFP®)
Certified Fund Specialist (CFS)
FINRA Series 7 Securities License
California Health and Life Insurance License (OB24703)
Graduated Cum Laude from University of Southern California
Member of the Financial Planning Association
Member of the NTSAA (National Tax Sheltered Accounts Association) 







Rick McCallister  is a Dave Ramsey SmartVestor Pro provider (SVP). Working with an advisor that is part of the Dave Ramsey SmartVestor Pro (SVP) network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SVP will produce or achieve better results than working with an advisor not affiliated with the SVP program. Advisors that participate in this program pay a fee to belong to the program and receive client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with PlanMember Securities Corporation or McCallister Financial Group and is not sponsored or endorsed by PlanMember Securities Corporation.