Junette Mccarthy, Cfa, Certified Financial Planner™ Email and Phone Number
Junette Mccarthy, Cfa, Certified Financial Planner™ work email
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Junette Mccarthy, Cfa, Certified Financial Planner™ personal email
Junette Mccarthy, Cfa, Certified Financial Planner™ phone numbers
I’m passionate about financial planning and investing. For the past 24 years, I’ve led McCarthy Wealth Management, where I’ve carefully built a dedicated team of five professionals who share my values of trust, education, clarity, and commitment. Together, we provide accurate, compassionate, and professional advice tailored to your needs. With three Wealth Managers and two Operations specialists, we’re here to support you at every stage—from planning for your children’s and grandchildren’s education to navigating life’s twists and turns, preparing for retirement, and leaving a meaningful legacy for future generations.Fun Fact: Most days at 5:30am I am on the ocean waters kayaking while the sun rises. *Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IA, IL, LA, MI, NH, NV, NY, OH, OR, WA and WI. No offer may be made or accepted from any resident outside the specific states referenced.
Mccarthy Wealth Management
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*Wealth Manager And Certified Financial Planner™Mccarthy Wealth Management Jan 2002 - PresentNewport Beach, California, UsWealth Management and Financial PlanningPortfolio ManagementOur team helps you build a customized strategy that utilizes a properly diversified portfolio designed to meet your goals. We use our intellectual capital to diligently research and select appropriate investments for you. Throughout the process, we educate and keep you informed so you have clarity about the process and the portfolio that is being designed for your unique situation.Retirement Income PlanningA special skill set in a financial advisor is required when it comes time for you to retire and begin to generate income from your investments. We develop and maintain a Retirement Income Distribution Plan that is designed to deliver retirement income while giving the flexibility to respond to life's unexpected events.Financial PlanningThe McCarthy Wealth Management comprehensive financial planning process begins with developing a deep understanding of your needs and goals so we can design a comprehensive plan and roadmap to help you achieve your outcomes. McCarthy Wealth Management planners hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and have demonstrated competency through rigorous exam, a standard of ethics, and continuing education requirements in all planning disciplines.
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Technical Sales EngineerHewlett-Packard Jan 1991 - Jan 2001Houston, Texas, UsTechnical sales of electrical components. President's Club. -
Electrical EngineerHughes Aircraft Company 1987 - 1991Design of satellite communications systems. Awarded Fellowship for graduate Electrical Engineering program at USC.
Junette Mccarthy, Cfa, Certified Financial Planner™ Skills
Junette Mccarthy, Cfa, Certified Financial Planner™ Education Details
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University Of Southern CaliforniaElectrical Engineering -
Fresno State UniversityElectrical Engineering
Frequently Asked Questions about Junette Mccarthy, Cfa, Certified Financial Planner™
What company does Junette Mccarthy, Cfa, Certified Financial Planner™ work for?
Junette Mccarthy, Cfa, Certified Financial Planner™ works for Mccarthy Wealth Management
What is Junette Mccarthy, Cfa, Certified Financial Planner™'s role at the current company?
Junette Mccarthy, Cfa, Certified Financial Planner™'s current role is *Wealth Manager and CERTIFIED FINANCIAL PLANNER™ at McCarthy Wealth Management.
What is Junette Mccarthy, Cfa, Certified Financial Planner™'s email address?
Junette Mccarthy, Cfa, Certified Financial Planner™'s email address is ju****@****ptd.net
What is Junette Mccarthy, Cfa, Certified Financial Planner™'s direct phone number?
Junette Mccarthy, Cfa, Certified Financial Planner™'s direct phone number is +194988*****
What schools did Junette Mccarthy, Cfa, Certified Financial Planner™ attend?
Junette Mccarthy, Cfa, Certified Financial Planner™ attended University Of Southern California, Fresno State University.
What are some of Junette Mccarthy, Cfa, Certified Financial Planner™'s interests?
Junette Mccarthy, Cfa, Certified Financial Planner™ has interest in Spending Time With Family, Economic Empowerment, Yoga, Reading, Biking, Outrigger Canoe Ocean Paddling.
What skills is Junette Mccarthy, Cfa, Certified Financial Planner™ known for?
Junette Mccarthy, Cfa, Certified Financial Planner™ has skills like Retirement Planning, Strategic Financial Planning, Investments, Retirement, Financial Advisory, Portfolio Management, Estate Planning, Securities, Investment Management, 401k, Investment Advisory, Wealth Management Services.
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