CLINTON D. MCCALLA
MEIRA WEALTH | Senior Wealth Manager
Lakeway, TX
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CRD#: 6162847
Professional summary
CLINTON DANIEL MCCALLA, CFP®, who also goes by Clint Mccalla, is a registered financial advisor currently at MEIRA WEALTH located in Lakeway, Texas.
CLINTON is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. CLINTON has worked at 5 firms and has passed the Series 65 exam.
Biography
Clint McCalla advises affluent individuals and families, providing guidance on matters including wealth management, tax mitigation, family legacy planning, equity compensation, and retirement. He creates customized plans that adjust to the dynamic shifts which naturally occur over a lifetime.
Clint joined LourdMurray in 2021 and has served as a wealth advisor for over a decade. He works with clients across the United States, helping them to build their wealth and protect their legacy. His clients include physicians, attorneys, private equity professionals, executives, engineers, and entrepreneurs.
Clint earned a Bachelor of Arts degree in Economics and a Master’s degree in Personal Financial Planning from Texas Tech University. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, is a member of the North County Estate Planning Council of San Diego, and is a member of the Rotary Club of Del Mar. He has been quoted in Forbes, Fortune and U.S. News & World Report in areas related to wealth management.
A native of Texas, Clint lives in San Diego with his wife, their two children and their 16-year-old dog. He enjoys following Texas Tech University athletics, spending time with his family exploring San Diego, going to the beach, playing golf, and meeting new people.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Social Security Planning
Insurance Planning
Retirement Planning
Estate Planning
Employee and Employer Plan Ben...
Tax Planning
Investment Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Clint Mccalla
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Lake Travis Independent School District CLASS Committee. Investment Related: No Address: 3322 Ranch Rd 620 S, Austin, TX 78738 Nature of Business: Education Start Date: 9/1/2024 Position: volunteer committee member Hours per week: Committee meets quarterly from 5:30PM - 8:30PM Hours during trading hours: none Description of duties: engage with Lake Travis ISD leadership to provide feedback on current and future policies.
CRS (Client Relationship Summary) - RIA
Click below to view CLINTON DANIEL MCCALLA's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
October 3, 2023 - Present
MEIRA WEALTH
RIA
CRD#: 108648
Lakeway, TX
Past
August 18, 2021 - September 19, 2023
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
San Diego, CA
Past
July 19, 2019 - July 15, 2021
FISHER INVESTMENTS
RIA
CRD#: 107342
PLANO, TX
Past
December 15, 2016 - May 19, 2019
WEALTH PLANNING COMPANY OF TEXAS
RIA
CRD#: 285758
PLANO, TX
Past
July 9, 2014 - September 23, 2016
MEIRA WEALTH
RIA
CRD#: 108648
MIAMI, FL
Past
April 30, 2013 - January 6, 2014
D.R. SAUR FINANCIAL, INC.
RIA
CRD#: 114446
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MEIRA WEALTH
LINDA S. LUBITZ, CFP PA | THE LUBITZ FINANCIAL GROUP | MEIRAWEALTH.COM | MEIRA WEALTH | MEIRA | LUBITZ LINDA S CFP PA | LINDA S. LUBITZ, CFP®, PA
CRD#: 108648 / SEC#: 801-56677
RIA
Registered Investment Advisory firm - (7/16/1999 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(10/18/2023)
IAR
Texas(10/3/2023)
Current Firm
MW
MEIRA WEALTH
LINDA S. LUBITZ, CFP PA | THE LUBITZ FINANCIAL GROUP | MEIRAWEALTH.COM | MEIRA WEALTH | MEIRA | LUBITZ LINDA S CFP PA | LINDA S. LUBITZ, CFP®, PA
CRD#: 108648 / SEC#: 801-56677
RIA
Registered Investment Advisory firm - (7/16/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
121 Alhambra Plaza Suite 1000, Coral Gables, FL 33134
Mailing Address
Phone number
(305) 670-4440
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 747 |
| AUM (Assets Under Management) | $ 279,561,070 |
Red Flags
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