Certified Financial Planner™
Accredited Investment Fiduciary
BIOGRAPHY
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 for one major brokerage; spending the majority of his time passing on expertise to Investment Consultants. He specializes in investments, estate planning, tax planning, retirement planning and insurance needs assessments. Prior to working with a fee-only advisory firm, Robert held his FINRA series 7, 9, 10, 63, and 65 licenses.
Robert works with clients to help them develop personalized financial strategies and then to implement those strategies so his clients meet their retirement goals.
Robert moved to Escondido in 2003 from Northern California. He spends his free time with his teenage daughter Julia, his Miniature Schnauzer Missy, or playing golf at a local golf course.
Robert's Latest Contributions
Turning your ideal retirement into reality requires a strategic approach. Pure’s Senior Financial Planner, Robert McCullock, CFP®, AIF®, introduces the concept of SMART retirement goals to lay the groundwork for optimizing your savings. FREE GUIDE | Retirement Readiness Guide Transcript Let’s jump into the important topic of setting SMART retirement goals. Retirement isn’t just a […]
For some, making a budget can feel intimidating, but you can do it! Pure’s Senior Financial Planner, Robert McCullock, CFP®, AIF® guides you through steps on how to create a budget, and if you stick to it monthly, you’ll be on plan to where you want to be. FREE GUIDE | Financial New Year’s Resolutions: […]
Tax planning is most important before the year-end while you have the ability to control into which tax bracket you fall, deductions to take, and retirement contributions to fund. Senior Financial Planner Robert McCullock CFP®, AIF® from Pure Financial Advisors walks you through an important checklist to make sure you’re one step ahead of the […]
