Broker Check
Rick McCallister, CFP

Rick McCallister, CFP

Investor Coach/Certified Financial Planner

Rick McCallister, CFP® is the Principal of McCallister Financial Group. He began his career in the financial services industry over 30 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 obtained Certified Financial PlannerTM designation and began his career as a financial planner. 

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. As a coach, he educates and teaches clients, in addition to more traditional financial planning.

“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 volunteering 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 American Mensa
  • Member of the Financial Planning Association
  • Member of the NTSAA (National Tax Sheltered Accounts Association)