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Rick Mccallister, Cfp(R) Email & Phone Number

CERTIFIED FINANCIAL PLANNER (tm) at PlanMember Securities

Location: Torrance, California, United States 3 work roles 1 school

1 work email found @planmember.com 10 phones found area 310 LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 100%

Current company

PlanMember Securities

Role

CERTIFIED FINANCIAL PLANNER (tm)

Location

Torrance, California, United States

Company size

151 employees

Who is Rick Mccallister, Cfp(R)? Overview

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Quick answer

Rick Mccallister, Cfp(R) is listed as CERTIFIED FINANCIAL PLANNER (tm) at PlanMember Securities, a with 151 employees, based in Torrance, California, United States. AeroLeads shows a work email signal at planmember.com, phone signal with area code 310, and a matched LinkedIn profile for Rick Mccallister, Cfp(R).

Rick Mccallister, Cfp(R) previously worked as Registered Representative at Planmember Securities and Owner/Financial Advisor at Mccallister Financial Group. Rick Mccallister, Cfp(R) holds Bs from University Of Southern California.

Company email context

Email format at PlanMember Securities

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*@planmember.com

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AeroLeads found 1 current-domain work email signal for Rick Mccallister, Cfp(R). Compare company email patterns before reaching out.

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Profile bio

About Rick Mccallister, Cfp(R)

Rick McCallister has been a CERTIFIED FINANCIAL PLANNER (tm) professional and has worked in the financial services industry for over 18 years. He is specialized in financial planning, estate planning, tax planning, insurance planning, and investment planning. He also holds a certificate as a Certified Fund Specialist (CFS).As Principal of McCallister Financial Group, Rick offers retirement planning and investment services. He works with virtually all types of retirement and investment plans, including 403(b), 401(k), IRA, ROTH IRA, taxable accounts, and college savings plans. Rick works closely with each client to tailor each investment planning and management strategy to fit their individual needs. Rick also specializes in teacher and educator retirement planning and is well versed with CalSTRS, the retirement system relevant to California teachers and educators.Specializes in: Retirement PlanningInvestment Planning and ManagementTeacher and Educator RetirementRetirement Income403(b)401(k)IRARetirement Plan Rollovers

Listed skills include Retirement Planning, Retirement, Iras, Mutual Funds, and 31 others.

Current workplace

Rick Mccallister, Cfp(R)'s current company

Company context helps verify the profile and gives searchers a useful next step.

Planmember Securities

CERTIFIED FINANCIAL PLANNER (tm)

carpinteria, california, united states

Website

planmember.com

Employees

151

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Company profile

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3 roles · 34 years

Rick Mccallister, Cfp(R) work experience

A career timeline built from the work history available for this profile.

Registered Representative

Current

Planmember Securities

Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINFRA/SIPC. 61870 Carpinteria Ave, Carpinteria, CA 93013 800-874-6910. McCallister Financial Group and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by McCallister Financial Group or Richard… Show more Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINFRA/SIPC. 61870 Carpinteria Ave, Carpinteria, CA 93013 800-874-6910. McCallister Financial Group and PlanMember Securities Corporation are independently owned and operated. PlanMember is not responsible or liable for ancillary products or services offered by McCallister Financial Group or Richard McCallister. California insurance license number 0B24703. Show less

1999 - Present ~27 yrs 7 mos

Owner/Financial Advisor

Current

Mccallister Financial Group

Torrance, Ca

1993 - Present ~33 yrs 7 mos

Manager

Accenture (Formerly Andersen Consulting)

Systems consulting work in the Financial Services Divisions. Built systems for banks, mutual fund and life insurance companies.

Jul 1987 - Jun 1993

Team & coworkers

Colleagues at PlanMember Securities

Other employees you can reach at planmember.com. View company contacts for 151 employees →

CP

Cinthya Parker Colleague at Planmember SecuritiesVentura, California, United States View → KM

Kimberly Misiura Colleague at Planmember SecuritiesUnited States View → ED

Eugene De La Cruz Colleague at Planmember SecuritiesUnited States View → MO

Mayra Oropeza Colleague at Planmember SecuritiesGoleta, California, United States View → JC

Joseph Chandra Colleague at Planmember SecuritiesSanta Barbara, California, United States View → PM

Pat Mccormick Colleague at Planmember SecuritiesSammamish, Washington, United States View → MK

Michele Kosanke Colleague at Planmember SecuritiesVentura County, California, United States View → JL

Jessica Lord Colleague at Planmember SecuritiesCarpinteria, California, United States View → MD

Mike Drabkin Colleague at Planmember SecuritiesDana Point, California, United States View → EM

Erick Martinez Colleague at Planmember SecuritiesRancho Cucamonga, California, United States View →

1 education record

Rick Mccallister, Cfp(R) education

University Of Southern California

Bs

FAQ

Frequently asked questions about Rick Mccallister, Cfp(R)

Quick answers generated from the profile data available on this page.

What company does Rick Mccallister, Cfp(R) work for?

Rick Mccallister, Cfp(R) works for PlanMember Securities.

What is Rick Mccallister, Cfp(R)'s role at PlanMember Securities?

Rick Mccallister, Cfp(R) is listed as CERTIFIED FINANCIAL PLANNER (tm) at PlanMember Securities.

What is Rick Mccallister, Cfp(R)'s email address?

AeroLeads has found 1 work email signal at @planmember.com for Rick Mccallister, Cfp(R) at PlanMember Securities.

What is Rick Mccallister, Cfp(R)'s phone number?

AeroLeads has found 10 phone signal(s) with area code 310 for Rick Mccallister, Cfp(R) at PlanMember Securities.

Where is Rick Mccallister, Cfp(R) based?

Rick Mccallister, Cfp(R) is based in Torrance, California, United States while working with PlanMember Securities.

What companies has Rick Mccallister, Cfp(R) worked for?

Rick Mccallister, Cfp(R) has worked for Planmember Securities, Mccallister Financial Group, and Accenture (Formerly Andersen Consulting).

Who are Rick Mccallister, Cfp(R)'s colleagues at PlanMember Securities?

Rick Mccallister, Cfp(R)'s colleagues at PlanMember Securities include Cinthya Parker, Kimberly Misiura, Eugene De La Cruz, Mayra Oropeza, and Joseph Chandra.

How can I contact Rick Mccallister, Cfp(R)?

You can use AeroLeads to view verified contact signals for Rick Mccallister, Cfp(R) at PlanMember Securities, including work email, phone, and LinkedIn data when available.

What schools did Rick Mccallister, Cfp(R) attend?

Rick Mccallister, Cfp(R) holds Bs from University Of Southern California.

What skills is Rick Mccallister, Cfp(R) known for?

Rick Mccallister, Cfp(R) is listed with skills including Retirement Planning, Retirement, Iras, Mutual Funds, Investments, Financial Planners, Strategic Financial Planning, and Estate Planning.

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