Rachel McCullough
TCI Wealth Advisors
Financial Planning Associate
Rachel McCullough
TCI Wealth Advisors
Financial Planning Associate
Getting your financial life in order can be tough. Yet, feeling organized and confident about your finances can have a profoundly positive impact on your life. - Rachel McCullough
Fee-Only financial planner located in Scottsdale, AZ, serving clients locally and across the country
Rachel McCullough is a Scottsdale, AZ fee-only financial advisor serving clients locally and across the country. TCI Wealth Advisors provides comprehensive financial planning, tax and retirement planning, and wealth management to help middle-income clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Rachel McCullough is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Rachel McCullough is a Financial Planning Associate at TCI Wealth Advisors. It was through her work in accounting and consumer loans that she found her passion in helping others build a healthier financial life. Rachel is a candidate for CFP Board’s certification.
Originally from Kansas, Rachel earned her Bachelor of Science degree in Personal Financial Planning at Kansas State University. Rachel has a love for business and a heart for people. She strives to help clients align their personal values and goals with financial goals.
Rachel is member of both Financial Planning Association and The National Association of Personal Financial Advisors (NAPFA). Rachel enjoys live music, hiking, volunteering, exploring new places and playing the ukulele.
TCI Wealth Advisors is an independent, fee- only, fiduciary providing comprehensive, coordinated and objective wealth management advice to individuals and families. We serve as a trusted advisor, partnering with our clients on their journey toward financial clarity, prosperity and overall well-being. Our mission extends beyond simply helping clients manage their money; we also believe we have the opportunity to help clients develop a more robust understanding of the relationship between their money and their happiness. Our wealth management process helps clients align their primary resources (money, time, energy) with their priorities. We help clients plan for the future while also helping them live a purpose-filled life today.
With five offices and over $3 billion in assets under management, we are large enough to provide sophisticated solutions to complicated problems, yet small enough to have personalized relationships with you and your family. For over 30 years we have been a purpose-driven organization, driven to empower, educate and advise clients as they work towards their personal definition of success.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Rachel McCullough is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Rachel McCullough is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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TCI Wealth Advisors has earned the Centre for Fiduciary Excellence (CEFEX) Investment Advisor certification.The independent CEFEX Investment Advisor certification demonstrates adherence to a best-practice standard.
CEFEX advisory firms adhere to the Global Fiduciary Standard of Excellence. This means they act in the best interest of investors. This is in contrast with a firm that lacks a fiduciary process. The fiduciary standard offers a consistency of interpretation and implementation, which facilitates the transfer of knowledge between the advisor, clients, vendors and regulators.
The objective is simple: to protect investors.
Contact Rachel McCullough
Office Locations:
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6929 E Greenway Pkwy
#150
Scottsdale, AZ 85254
