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Our Firm

At McCallister Financial Group our focus is always on our clients’ needs and goals. Rick McCallister, the principal of McCallister Financial Group, is a Certified Financial PlannerTM. Rick formed McCallister Financial Group in 1993 to help individuals and families find a balance between growing their investments and reducing the risk posed by an unpredictable future.

Trust and Integrity

Trust and Integrity

Our client relationships are founded on trust and integrity and our commitment is to place our clients’ interests ahead of our own. We are not transactional – instead, we strive to form long-term relationships with our clients to help them reach their goals. We find that the longer we work with clients, the better we know them and the better job we can do for them.

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Education and Communication

Education and Communication

We believe that for our clients to be successful investors, they need to understand why they’re receiving the advice and guidance we provide. This takes education and constant, consistent communication. We hold regular client education events, and consistently communicate with our clients about investment concepts that we believe are important for them to know and understand.

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Evidence-Based Investing

Evidence-Based Investing

EBI is a disciplined approach to asset management that combines the data we have from the past and present with honesty about the unknowable future. Where others would use forecasts, relationships or emotions to guide their decisions, practitioners of EBI would substitute facts, logic and reason. You can learn more about this by clicking the "Learn more" button below which will take you to our Investment Philosophy page.

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Our Team

Rick McCallister

Rick McCallister, CFP

Investor Coach/Certified Financial Planner

310-891-0894 ext. 111

310-891-0327

Khalil Khan

Service Manager

310-891-0894 ext. 114

310-891-0327

Rebekah Jones

Rebekah Jones

Client Outreach

310-891-0894 ext. 116

310-891-0327

Stay on track with your retirement goals. 

We offer objective investment strategies based on financial science and your best interests, not Wall Street’s, to help create the life you envision. Our solutions are informed by Nobel Prize-winners and researchers as opposed large financial firms who are often more concerned about making money for themselves than their customers.

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