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 preserve their wealth. He realizes that in today's volatile market, the advice of a trusted professional is more valuable than ever.
Jim believes that financial planning is about a person's values and not just their money. His focus is to help each client live life to the fullest. He does this by capitalizing on the global knowledge he has gained helping other clients and by building quality relationships and an intimate understanding of what matters most to his clients. Jim feels it is important to develop the right plan for each client's situation by utilizing tools that help manage risk, enhance return and minimize taxes. He shares strategies that assist his clients in overcoming emotional decisions regarding their financial future.
He successfully completed the demanding requirements to become a CERTIFIED FINANCIAL PLANNERTM. It recognizes Jim's dedication to training in the fundamentals of wealth accumulation and management for affluent investors. This designation is held by less than twenty percent of all individuals licensed for securities and insurance (source: CFP Board).
Jim also holds the Chartered Financial Consultant® designation. Jim has agreed to a strict code of ethics and is well-equipped to address the wide range of financial issues confronting affluent individuals as well as those individuals who are retired or approaching retirement.
Jim has three daughters, three grandchildren, and lives in Rockaway, NJ. He devotes his free time to his family and his two chocolate Labrador retrievers.