Certified Financial Planner™

Accredited Investment Fiduciary


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.

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