Who We Are

Michael J.D. McCall, CIMA

Michael McCall was with Merrill Lynch for eight years before joining RBC Dain Rauscher in mid 1996.  In 2003, he went into private practice as a Registered Investment Advisor.  Mr. McCall consults clients on qualified retirement plans, managed money, portfolio strategies, risk management and financial planning. 

Mr. McCall graduated from the University of Southern California with a Bachelor of Science Degree in Business Administration in 1988.  Michael is a Certified Investment Management Analyst, which he received through the Wharton School of Business in 1999, sponsored by the Investment Management Consultants Association. 

Mr. McCall is a member of the Jonathan Club and the Santa Barbara Navy League.  He is a Freemason, a Shriner and involved with the University of Southern California Marshall School of Business through the Career Advantage mentoring program and the Trojan Network.