Michael McCall

Michael McCall worked with two major financial institutions for 15 years before going into private practice as a fee-only Registered Investment Advisor in 2003. He is dedicated to the idea of providing clients with objective financial advice and investment counsel free of the commission-based influences of the traditional brokerage industry. Unlike Wall Street firms, “sales quotas” never factor into Michael’s decisions. He advises clients on wealth management, qualified retirement plans, portfolio strategies, risk management, financial planning, retirement income, and estate planning.

Michael graduated from the University of Southern California with a Bachelor of Science degree in Business Administration in 1988. He is a Certified Investment Management Analyst (CIMA®), a certification he earned at the Wharton School of Business in 1999, sponsored by the Investments & Wealth Institute.

Michael started his career with Merrill Lynch’s Private Client Group in 1988 as a Financial Consultant. After eight years, he joined Sutro & Company (now RBC Wealth Management) as Vice President of Investments in 1996.

Michael is a Freemason, a Shriner and an active member of the Jonathan Club. Michael J.D. McCall LLC is located in downtown Los Angeles.