Clint McCalla
- Role
- Client Advisor at Meira Wealth
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Clint McCalla
Clint McCalla, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional who advises…
Experience
Client Advisor
Sep 2023 — Present
Clint McCalla is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) who advises wealthy individuals and families on investments, tax mitigation, family legacy planning, stock awards, and retirement. He has over a decade of experience working with clients across the United States, including physicians, attorneys, executives, entrepreneurs, and engineers. He has been quoted in Forbes, Fortune, and U.S. News & World Report. Clint lives in the Steiner Ranch community of Austin, Texas with his wife, two children, and their 16-year-old dog. He enjoys spending time with his family exploring Austin, playing golf, backpacking, watching college football and basketball, and meeting new people.
Skills
- Excel
- Sql
- Investment Analysis
- Css
- Jquery
- Data Analysis
- Morningstar
- Web Development
- Javascript
- Front-End Development
- Moneyguidepro
- Laserfiche
- Account Management
- Gmail
- Written Communication
- Redtail Crm
- Principia
- Project Management
- Investments
- Start-Ups
- Advizr
- Google Sheets
- Financial Analysis
- Html
- Team Leadership
- Workflow Management
- Business Planning
- Oral Communication
- Process Development
- Technology Evaluation
- Salesforce Xlr8
- Portfolio Center
- Technical Support
- React
- Outlook
- Powerpoint
- Conflict Management
- Github
- Bootstrap
- Angularjs
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