CLINT MCCALLA, CFP®

Senior Wealth Manager

Biography

Clint McCalla advises affluent individuals and families, providing guidance on matters including wealth management, tax mitigation, family legacy planning, equity compensation, and retirement. He creates customized plans that adjust to the dynamic shifts which naturally occur over a lifetime.

Clint joined LourdMurray in 2021 and has served as a wealth advisor for over a decade. He works with clients across the United States, helping them to build their wealth and protect their legacy. His clients include physicians, attorneys, private equity professionals, executives, engineers, and entrepreneurs.

Clint earned a Bachelor of Arts degree in Economics and a Master’s degree in Personal Financial Planning from Texas Tech University. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, is a member of the North County Estate Planning Council of San Diego, and is a member of the Rotary Club of Del Mar. He has been quoted in Forbes, Fortune and U.S. News & World Report in areas related to wealth management.

A native of Texas, Clint lives in San Diego with his wife, their two children and their 16-year-old dog. He enjoys following Texas Tech University athletics, spending time with his family exploring San Diego, going to the beach, playing golf, and meeting new people.