Robert McAllister
Financial Consultant at Mcallister Financial Group
Based in San Francisco, United States
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Seniority
Staff
Department
Finance & Accounting
Location
San Francisco
Industry
—
Company size
2
Contact information
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r•••••••@mcallisterfinancialgroup.com
Phone
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Background
About Robert McAllister
I made the change to LPL Financial to better focus on my clients. One area of focus is to help "Baby Boomers" who are near retirement, assisting them in setting up their financial future for a healthy retirement. In planning, one of the most significant pool of assets is the retirement plan. One of my specialties is working with business owners in designing and implementing employee benefit programs including all types of Profit Sharing /401(k) Plans, 457 Governmental Plans and Non-Profit 403(b) Plans LPL Financial is my Broker Dealer. They provide the resources to help construct a roadmap tailored to our clients needs combined with the right mix of independence which allows me to offer our clients the highest caliber of service.
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