How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Jim McCarthy, CFP®,ChFC®
CERTIFIED FINANCIAL PLANNER Practitioner
(973) 741-2103
jim.mccarthy@mywealthdirection.com
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,...
Christian Misa, BFATM
Partner/Insurance Specialist
(973) 741-2103
christian.misa@mywealthdirection.com
Christian is a graduate of Montclair State University where he completed his Bachelors of Science in Business Administration with a concentration in Marketing. Christian has over 7 years of experience in the financial services industry...
Colleen O'Connor
Client Service Manager (non-licensed)
(973) 741-2103
colleen.oconnor@mywealthdirection.com
Colleen, Client Services Associate (non-licensed), is responsible for coordinating Jim's calendar, processing client's requests, and supporting Christian and Jim in providing for all their clients' financial needs. Colleen is a recent...
Richard Sanchez
Associate Advisor
Rich.Sanchez@mywealthdirection.com
Richard obtained his Bachelors of Science in Financial Planning from William Paterson University in 2016. He joined Directional Wealth Management as an intern in 2016 and worked remotely as he completed his Master’s degree in...