Daniel Mccarthy Email & Phone Number

I’m committed to helping people plan, save and invest for retirement and I use behavioral finance to help you pursue your goals.I hold the AIF® and CRPC® designations, as well as Series 7, 65, life and health insurance licenses. I earned my BA from Colgate University.My ideal corporate client is a small to medium sized business that cares about the retirement readiness of its employees and that could benefit from professional help in optimizing participant outcomes to pursue that objective.My ideal individual client is someone who is looking for an advisor who will work with them to set realistic goals and objectives and then help them pursue those goals through sound financial planning and investment advice.In the end, I want to make a positive impact on people’s lives by helping them retire with dignity.DISCLOSURE: Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital, or through Gouldin & McCarthy, LLC, a registered investment adviser. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital Investment Advisors and Gouldin & McCarthy, LLC, are separate entities from Triad Advisors, LLC.Licenses: Series 7 and 65, Licensed in New Jersey

Listed skills include Retirement Planning, Retirement Savings, Investment Advisory, Registered Investment Advisor, and 11 others.

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  Colgate University

  Political Science