Joe McCulloch, CFP®
Wealth Manager


Joe McCulloch, CFP®
Wealth Manager
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About Joe McCulloch

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Joe was born and raised in St. Louis and is proud to be raising his family in the area. He started working in financial services in 2007 and has spent time working with clients of every type – from those just starting out to retirees with million-dollar portfolios. To better assist his clients with their retirement planning, Joe earned the CERTIFIED FINANCIAL PLANNER™ designation in 2010.

Fiduciary Protection
We provide fiduciary protection, which means we work in the best interest of our clients.

Education
Business Administration – St. Norbert College
MBA – University of Missouri-Kansas City

Certifications and licenses
Series 65 CFP®

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Contact Information

Toll Free
1-888-988-6621

Phone
Office: (314) 669-5255 Cell: (314) 328-6894

Fax
(913) 498-8897

joe@planningretirements.com

Office Address
14755 North Outer 40 Rd Ste 200
Chesterfield, MO 63017

Office Hours
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-3PM
Saturday Closed
Sunday Closed