Patrick McCallister
Retirement Plan Consultant at HB Retirement
- Role
- Retirement Plan Consultant at Henderson Brothers Financial Partners
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Patrick McCallister
As a retirement plan consultant, I help retirement plan sponsors evaluate the effectiveness and efficiency of their retirement plan(s) by helping them develop the definition of success for their plan(s) and coordinating the efforts of all interested parties to devise and implement a set of tactics that seek to improve current outcomes and chart the progress towards the achievement of their definition of success. Securities Registrations*: FINRA Series 6 and 63 *Registrations held through LPL Financial You are welcome to contact me at p••••••••@hbretirement.com Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \"contacts and personal info\" section above. Investment advice offered through HB Retirement, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed for by LPL Financial for accuracy or completeness. The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: PA, OH, WV, MD, NY
Experience
Retirement Plan Consultant
Henderson Brothers Financial Partners
Sep 2017 — Present · Pittsburgh, PA, US
Education
Duquesne University
Business, Marketing and Management
1981 — 1985
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