WHAT WE DO
I'm an enthusiastic wealth coach, experienced investment advisor, conscientious listener and strategic thinker. I help my clients invest for financial independence, social impact and personal legacies. With my dedicated staff, we aim to deliver expert concierge services to the diverse families that we proudly serve.
Our process includes listening to our clients, hearing about their goals and aspirations, and together forging a plan for the financial components of their dreams. I build personally tailored financial strategies; helping clients grow and manage their wealth, retirement savings, investments, income, education funding, socially conscious "ESG" investment portfolios, special needs financial considerations, charitable giving plans and legacy assets. I frequently work in consultation with tax accountants and estate attorneys, at my clients' request, where we can often add value.
PERSONALLY
I'm an academic nerd with a Ph.D. from the University of California, Riverside, committed to lifelong learning. During the COVID-19 lockdown, I took a few additional graduate level classes through Harvard University Extension, in both finance and statistics, to keep my skills sharp. I currently serve on my firm's Managed Investment Products committee, as a financial advisor representative. I am a bilingual Spanish speaker. I have a long history of community volunteering, and now focus my efforts on two fronts: championing domestic abuse survivors as they start over and backing physically disabled workers for career success. When not at the office or travelling, I am at home painting or cooking, surrounded by my many plants and my family's numerous rescue dogs.
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Socially Conscious Investing
- Charitable Giving
Focus Areas
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Socially Conscious Investing
- Charitable Giving
My Personal Interests
- Traveling
- Art Museums
- Music
- Reading
- Gardening
Personal Interests
- Traveling
- Art Museums
- Music
- Reading
- Gardening
Office Information
Phone Number
Michele W McCall at (209) 848-4496Branch Team
- Jessica MacDavid
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Fri | 09:00AM - 03:00PM |
Friday | 09:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 04:00PM |
Thursday | 09:00AM - 04:00PM |
Fri | 09:00AM - 03:00PM |
Friday | 09:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Jessica MacDavid
- Branch Office Administrator
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More