ABOUT HOSTS

Robert McCullock
ABOUT Robert

Robert McCullock graduated from San Jose State University in 1997 with a Degree in Business Administration and a concentration in Finance. He started directly in the financial services industry and has worked over 15 years for a couple major brokerage companies in area of investment consultations. Robert also spent years as a local Branch Manager [...]

Robert McCullock, CFP® shares when the best time is to gift to charity and explains how you can take advantage of tax deductions when gifting.