Jim McCarthy, an independent CERTIFIED FINANCIAL PLANNER™ practitioner, has been working as a financial professional for over 20 years. Jim has been helping clients build personalized financial plans since 2003. Professionals, corporate executives and affluent families rely on him for creative financial strategies.
Providing comprehensive wealth management services, Jim’s emphasis is on helping clients grow, protect and enjoy their wealth. He realizes that in today’s volatile market the advice of a trusted professional is more valuable than ever.
