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Michele McCall, Financial Advisor

FINANCIAL ADVISOR
Michele W McCall

AAMS™
1150 9th Street Suite 1215, Modesto, CA 95354opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Sustainable investing
  • Charitable Giving
  • Estate & Legacy Strategies

About Michele

We work for the best clients ever,
to help them reach financial success.

Our process includes listening to our clients, hearing about their goals and aspirations, and together, forging a strategy for their investments, to support their dreams.

Whether its wealth building, retirement income, charitable giving or multigenerational planning, we can help. I have over 23 years of experience in finance, a long-term use of ESG/socially responsible investments for clients so inclined, and sound experience with tax efficient investment strategies.

WHAT NEXT?
Please call us. We'd love to meet you. We can meet In our downtown Modesto office, by phone or on Zoom....

Work History

  • Edward JonesSeptember 2003 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of California-RiversideDoctor of Philosophy
  • Univ of California-RiversideMaster of Arts

Personal Interests

  • Animal Rescue
  • Art Museums
  • Gardening
  • Painting
  • Traveling

Team Members

  • Jessica MacDavid
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(209) 848-4496

Fax

(866) 276-1538

Office Address

1150 9th Street Suite 1215
Modesto, CA 95354opens in a new window

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