Tanya McCullough

Certified Income Specialist (CIS™)

Financial Adviser at E.F. Heagen & Assoc. / LPL Financial, LLC in San Juan Capistrano, CA

About

Tanya McCullough has over 13 years of Financial Services Experience. She prides herself on providing her clients with a level of service and expertise that few have access to in today's marketplace. By meeting with clients to help determine budgeting plans, investment decisions, insurance needs, and other financial to-dos, Mrs. McCullough strives to help her clients get on track to meet and often exceed their short-term and long-term financial goals. Mrs. McCullough has expertise in a wide range of innovative financial solutions such as retirement, college education, business retirement planning, life insurance, long term care, wealth management strategies, and retirement planning and estate conservation.

Address
30448 Rancho Viejo Rd Ste 170 in San Juan Capistrano, CA 92675
Info
Year started: 2014

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Specialties

  • Annuities
  • Bonds & Fixed Income
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Options & Futures
  • Retirement Planning
  • Tax Advantaged Investments

Credentials

Licenses

Series 6
Series 63
Series 65
Series 7

Certifications

Certified Income Specialist

Background

Experience

Human Resources Manager
Regional Manager - Financial Advisory
Pharmaceutical Sales Representative
Director of Business Development
Investment Adviser Representative & Associate Wealth Manager

Education

Loyola Marymount University