Clint McCalla Email & Phone Number
Lead Wealth Planner @ Wedmont Private Capital
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Clint McCalla Location
- Austin, TX, US
Clint McCalla Work
- 2026 -now Lead Wealth Planner @
- 2023 -2026 Senior Client Advisor @
- 2021 -2023 Lead Wealth Advisor @
- 2019 -2021 Lead Wealth Advisor @
- 2016 -2019 Founder and Lead Wealth Advisor @ Wealth Planning Company of Texas
- 2014 -2016 Lead Wealth Advisor @
- 2012 -2014 Associate Wealth Advisor @ D.R. Saur Financial
Clint McCalla Education
- Texas Tech University
Master of Science - MS, Personal Financial Planning (Personal Financial Planning)
- Texas Tech University
Bachelor's degree, Economics (Economics)
Clint McCalla Skills
- Portfolio Management
- Wealth Management
- Relationship Management
- Consulting
- Financial Analysis
- Financial Planning
- Retirement Planning
- Investment Management
- Trading
- Pivot Tables
- Writing
- Excel
- Word
- Outlook
- PowerPoint
- Amazon Web Services (AWS)
- HTML
- CSS
- Google Docs
- Bloomberg
- Stakeholder Management
- Presentations
- Workflow Management
- Laserfiche
- G Suite
- Google Sheets
- Google Drive
- Google Meet
- Revocable Trusts
- Irrevocable Trusts
- Morningstar
- Tamarac
- High Net Worth Individuals
- Redtail CRM
- WealthBox CRM
- Junxure CRM
- TD Ameritrade Institutional Platform
- Fidelity Institutional Platform
- Schwab Institutional Platform
- Investment Operations
- Investment Due Diligence
- MoneyGuidePro
- eMoney
- Advizr
- DocuSign
- AdvicePay
- Donor Advised Funds
- Charitable Gift Planning
- Estate Planning
- Tax Planning
- Conflict Management
- React
- jQuery
- Account Management
- Start Ups
- Financial Modeling
- Data Analysis
- Gmail
- Technology Evaluation
- Investments
- Web Development
- Team Leadership
- Business Planning
- Economic Analysis
- Oral Communication
- AngularJS
- Bootstrap
- Process Development
- Investment Analysis
- Netdocuments
- JavaScript
- Technical Support
- Client Relationship Management
- SQL
- Project Management
- Research
- Salesforce Xlr8
- Front End Development
- Written Communication
- Principia
- Junxure
- Amazon Web Services Aws
- Portfolio Center
- Github
- Amazon Web Services
Clint McCalla Summary
- Clint McCalla, based in Austin, TX, US, is currently a Lead Wealth Planner at Wedmont Private Capital. Clint McCalla brings experience from previous roles at MEIRA (Formerly The Lubitz Financial Group), LourdMurray, Fisher Investments and Wealth Planning Company of Texas. Clint McCalla holds a Master of Science - MS, Personal Financial Planning in Personal Financial Planning @ Texas Tech University. With a robust skill set that includes Portfolio Management, Wealth Management, Relationship Management, Consulting, Financial Analysis and more. Clint McCalla has 3 emails and 2 mobile phone numbers on RocketReach.
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