Joe McCulloch, CFP®
Wealth Manager
Joe McCulloch, CFP®
Wealth Manager
Do you fall into one of these situations?
If so, you are in good company and we can help.
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Wondering About Fees?
Need a Financial Plan?
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