Rick McCallister, CFP

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 financial 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 may 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 and his wife Mona live in Rancho Palos Verdes with their English bulldog, Maizie. In his spare time, he enjoys golf, reading, and travel.

Items of note include:

• Certified Financial PlannerTM (CFP®)
• FINRA Series 7 Securities License
• California Health and Life Insurance License No. (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)