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Luke Mccarty, Cfp®, Crpc® Email & Phone Number
President and CEO
at
McCarty Wealth
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
President and CEO
Location
Melbourne, Florida, United States
Company size
Who is Luke Mccarty, Cfp®, Crpc®? Overview
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Quick answer
Luke Mccarty, Cfp®, Crpc® is listed as President and CEO at McCarty Wealth, a with 207 employees, based in Melbourne, Florida, United States. AeroLeads shows a matched LinkedIn profile for Luke Mccarty, Cfp®, Crpc®.
Luke Mccarty, Cfp®, Crpc® previously worked as Forbes Finance Council Member at Forbes Finance Council and Senior Financial Advisor at Mcpherson Financial Group. Luke Mccarty, Cfp®, Crpc® holds Bsba, Finance from Missouri Southern State University.
Company email context
Email format at McCarty Wealth
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McCarty Wealth
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Profile bio
About Luke Mccarty, Cfp®, Crpc®
Co-Host of The Art of Money Radio show broadcasted weekly across Brevard County, Indian River County, and the entire Space Coast. www.artofmoneyradio.com. Podcasts can be found on Spotify, Apple Music, and YouTube https://www.youtube.com/@mcphersonfinancialgroup6279Financial speaker and educator with the American Retirement Institute
Current workplace
Luke Mccarty, Cfp®, Crpc®'s current company
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Mccarty Wealth
10 roles
Luke Mccarty, Cfp®, Crpc® work experience
A career timeline built from the work history available for this profile.
Forbes Finance Council Member
Current
Mar 2022 - Present
Senior Financial Advisor
Current
Sep 2019 - Present
Senior Financial Advisor
CurrentSecurities offered through World Equity Group, Inc., member FINRA/SIPC Investment Advisory Services offered through Prostatis Financial Advisors Group.World Equity Group, Inc. McPherson Financial Group and Prostatis Financial Advisors Group are independently owned and operated.
Sep 2019 - Present
Feb 2018 - Aug 2019
Financial Planner, Rjfs
Financial Solutions, Llc, An Independent Practice Of Raymond James
Mar 2014 - Jan 2018
Financial Accountant
Jul 2013 - Mar 2014
Senior Associate In Transaction Services
Montgomery Coscia Greilich Llp
Sep 2012 - Jul 2013
Tax Senior
Montgomery Coscia Greilich Llp
Dec 2009 - Oct 2012
Investment Advisor Intern
Spectrum Wealth Advisors
May 2008 - Aug 2008
Team & coworkers
Colleagues at McCarty Wealth
Other employees you can reach at forbesfinancecouncil.com. View company contacts for 207 employees →
JZ
Joe Zampell
Colleague at Mccarty WealthGreater Boston, United States
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CD
Christina Desimone Nappi
Colleague at Mccarty WealthStaten Island, New York, United States
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SO
Stacy Oyler Scott
Colleague at Mccarty WealthCanterbury, New Zealand
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YG
Yaakov Goder
Colleague at Mccarty WealthNew York, United States
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TH
Tom Hood, Cpa,Cgma,Citp
Colleague at Mccarty WealthBaltimore, Maryland, United States
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RO
Richard Okon
Colleague at Mccarty WealthLagos State, Nigeria
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WA
Wieland Arlt
Colleague at Mccarty WealthGermany
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MG
Moe Ghani
Colleague at Mccarty WealthNew York City Metropolitan Area, United States
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JD
Jennifer Dewilde Eubanks, Cpa, Cgma, Cma
Colleague at Mccarty WealthWashington Dc-Baltimore Area, United States
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DA
Dr. Ayo Adepoju
Colleague at Mccarty WealthLagos State, Nigeria
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Joe Zampell
Colleague at Mccarty WealthGreater Boston, United States
View →
CD
Christina Desimone Nappi
Colleague at Mccarty WealthStaten Island, New York, United States
View →
SO
Stacy Oyler Scott
Colleague at Mccarty WealthCanterbury, New Zealand
View →
YG
Yaakov Goder
Colleague at Mccarty WealthNew York, United States
View →
TH
Tom Hood, Cpa,Cgma,Citp
Colleague at Mccarty WealthBaltimore, Maryland, United States
View →
RO
Richard Okon
Colleague at Mccarty WealthLagos State, Nigeria
View →
WA
Wieland Arlt
Colleague at Mccarty WealthGermany
View →
MG
Moe Ghani
Colleague at Mccarty WealthNew York City Metropolitan Area, United States
View →
JD
Jennifer Dewilde Eubanks, Cpa, Cgma, Cma
Colleague at Mccarty WealthWashington Dc-Baltimore Area, United States
View →
DA
Dr. Ayo Adepoju
Colleague at Mccarty WealthLagos State, Nigeria
View →
3 education records
Luke Mccarty, Cfp®, Crpc® education
Bsba, Finance
Bsba, Accounting
Certified Financial Planner™ Certification Professional Education Program
FAQ
Frequently asked questions about Luke Mccarty, Cfp®, Crpc®
Quick answers generated from the profile data available on this page.
What company does Luke Mccarty, Cfp®, Crpc® work for?
Luke Mccarty, Cfp®, Crpc® works for McCarty Wealth.
What is Luke Mccarty, Cfp®, Crpc®'s role at McCarty Wealth?
Luke Mccarty, Cfp®, Crpc® is listed as President and CEO at McCarty Wealth.
Where is Luke Mccarty, Cfp®, Crpc® based?
Luke Mccarty, Cfp®, Crpc® is based in Melbourne, Florida, United States while working with McCarty Wealth.
What companies has Luke Mccarty, Cfp®, Crpc® worked for?
Luke Mccarty, Cfp®, Crpc® has worked for Mccarty Wealth, Forbes Finance Council, Mcpherson Financial Group, World Equity Group, and Umb Bank.
Who are Luke Mccarty, Cfp®, Crpc®'s colleagues at McCarty Wealth?
Luke Mccarty, Cfp®, Crpc®'s colleagues at McCarty Wealth include Joe Zampell, Christina Desimone Nappi, Stacy Oyler Scott, Yaakov Goder, and Tom Hood, Cpa,Cgma,Citp.
How can I contact Luke Mccarty, Cfp®, Crpc®?
You can use AeroLeads to view verified contact signals for Luke Mccarty, Cfp®, Crpc® at McCarty Wealth, including work email, phone, and LinkedIn data when available.
What schools did Luke Mccarty, Cfp®, Crpc® attend?
Luke Mccarty, Cfp®, Crpc® holds Bsba, Finance from Missouri Southern State University.
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