Michael McCullough, a seasoned financial advisor and founder of Beach Wealth Management, brings much experience and expertise to financial planning. With a career of over 15 years, Michael is dedicated to helping his clients achieve their financial goals through personalized and strategic advisory services.
In his early years as a financial advisor, Michael made a significant impact at Prudential Financial, Inc., earning prestigious accolades such as the "Rookie of the Year" award in 2009. His consistent top-ranking performance nationally positioned him among the elite in his field, leading to his qualification for Prudential's exclusive President's Club Conference.
Michael was honored with Prudential's coveted "Entrepreneur of the Year" trophy in 2013 for his outstanding leadership in practice building. His entrepreneurial spirit was evident as he successfully opened a private office, built a dynamic team, and invested in infrastructure, resulting in an impressive 250% year-over-year revenue increase.
In 2015, Michael took the leap to establish Beach Wealth Management with a singular focus – assisting clients in realizing their financial aspirations. His entrepreneurial journey continued, marked by a commitment to excellence and a passion for fostering meaningful relationships with individual investors and corporate entities, ranging from small businesses to Fortune 500 enterprises.
Recognizing the evolving landscape of financial services, Michael strategically expanded his offerings in 2020 by acquiring a tax services firm. This strategic move allowed him to provide more comprehensive solutions under the name McCullough Financial LLC, seamlessly integrating tax expertise into his financial planning practice.
Michael, a resident of Long Beach, finds joy in family moments, coaching his children's sports teams, and indulging in his love for golf. His collegiate football background at Abilene Christian University, where he led his team in touchdowns during his Junior and Senior seasons, reflects his leadership on and off the field.
With a commitment to excellence and a holistic approach to financial planning, Michael McCullough strives to be a trusted partner in helping clients navigate the path toward financial success.
United Planners and its representatives do not provide tax advice.
Tax services are provided through McCullough Financial LLC, a firm independent from United Planners.