Michael Mccarthy, Cpa-Pfs, Cfp(R),
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Michael Mccarthy, Cpa-Pfs, Cfp(R), Email & Phone Number

Working to help lessen the worry and burden of wealth management and enhance financial wellness. at The Financial Consulate, Inc
Location: Cockeysville, Maryland, United States 6 work roles 3 schools
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Current company
The Financial Consulate, Inc
Role
Working to help lessen the worry and burden of wealth management and enhance financial wellness.
Location
Cockeysville, Maryland, United States
Company size
21 employees

Who is Michael Mccarthy, Cpa-Pfs, Cfp(R),? Overview

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Quick answer

Michael Mccarthy, Cpa-Pfs, Cfp(R), is listed as Working to help lessen the worry and burden of wealth management and enhance financial wellness. at The Financial Consulate, Inc, a company with 21 employees, based in Cockeysville, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Michael Mccarthy, Cpa-Pfs, Cfp(R),.

Michael Mccarthy, Cpa-Pfs, Cfp(R), previously worked as Chief Executive Officer at The Financial Consulate, Inc and Financial Planner at Financial Consulate. Michael Mccarthy, Cpa-Pfs, Cfp(R), studied at Charles Schwab Executive Leadership Program.

Company email context

Email format at The Financial Consulate, Inc

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The Financial Consulate, Inc

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Profile bio

About Michael Mccarthy, Cpa-Pfs, Cfp(R),

Specialties: Small Business Owner Planning, Real Estate Planning, Technology Integration & Coordination, Portfolio Accounting

Current workplace

Michael Mccarthy, Cpa-Pfs, Cfp(R),'s current company

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The Financial Consulate, Inc
The Financial Consulate, Inc
Working to help lessen the worry and burden of wealth management and enhance financial wellness.
hunt valley, maryland, united states
Website
financialconsulate.com
Employees
21
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Company profile
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6 roles · 19 years

Michael Mccarthy, Cpa-Pfs, Cfp(R), work experience

A career timeline built from the work history available for this profile.

Chief Compliance Officer

Current
The Financial Consulate, Inc

Hunt Valley, MD

Develop and oversee the compliance program of the firm. Create, monitor and enforce the compliance rules of the firm as well as those requirements of regulatory agencies. Maintian proper regulatory licensing for the firm and advisors.

Jul 2010 - Present

Intern

Arthur Bell

Hunt Valley, MD

2007 - 2008 ~1 yr
Team & coworkers

Colleagues at The Financial Consulate, Inc

Other employees you can reach at financialconsulate.com. View company contacts for 21 employees →

AT Andrew Tignanelli Andrew Tignanelli Colleague at The Financial Consulate, IncBaltimore City County, Maryland, United States, United States View → BB Bob Boehner Bob Boehner Colleague at The Financial Consulate, IncGettysburg, Pennsylvania, United States, United States View → BB Bob Boehner Bob Boehner Colleague at The Financial Consulate, IncGettysburg, Pennsylvania, United States, United States View → CB Chuck Bender Chuck Bender Colleague at The Financial Consulate, IncCockeysville, Maryland, United States, United States View → JW Jefferson Will Jefferson Will Colleague at The Financial Consulate, IncLutherville-Timonium, Maryland, United States, United States View → KC Krista Cooper Krista Cooper Colleague at The Financial Consulate, IncHunt Valley, Maryland, United States, United States View → RI Roger I. Bair, Iii, Cfp, Cima Roger I. Bair, Iii, Cfp, Cima Colleague at The Financial Consulate, IncCockeysville, Maryland, United States, United States View → OA Oyinkansola Ajibola Oyinkansola Ajibola Colleague at The Financial Consulate, IncHanover, Maryland, United States, United States View → MS Michelle Seda Michelle Seda Colleague at The Financial Consulate, IncTowson, Maryland, United States, United States View → MB Madison Bennett, Cfp® Madison Bennett, Cfp® Colleague at The Financial Consulate, IncWashington DC-Baltimore Area, United States View →
3 education records

Michael Mccarthy, Cpa-Pfs, Cfp(R), education

Education record

Charles Schwab Executive Leadership Program

High School Diploma

Dulaney High School
FAQ

Frequently asked questions about Michael Mccarthy, Cpa-Pfs, Cfp(R),

Quick answers generated from the profile data available on this page.

What company does Michael Mccarthy, Cpa-Pfs, Cfp(R), work for?

Michael Mccarthy, Cpa-Pfs, Cfp(R), works for The Financial Consulate, Inc.

What is Michael Mccarthy, Cpa-Pfs, Cfp(R),'s role at The Financial Consulate, Inc?

Michael Mccarthy, Cpa-Pfs, Cfp(R), is listed as Working to help lessen the worry and burden of wealth management and enhance financial wellness. at The Financial Consulate, Inc.

Where is Michael Mccarthy, Cpa-Pfs, Cfp(R), based?

Michael Mccarthy, Cpa-Pfs, Cfp(R), is based in Cockeysville, Maryland, United States while working with The Financial Consulate, Inc.

What companies has Michael Mccarthy, Cpa-Pfs, Cfp(R), worked for?

Michael Mccarthy, Cpa-Pfs, Cfp(R), has worked for The Financial Consulate, Inc, Financial Consulate, Ducks Unlimited, and Arthur Bell.

Who are Michael Mccarthy, Cpa-Pfs, Cfp(R),'s colleagues at The Financial Consulate, Inc?

Michael Mccarthy, Cpa-Pfs, Cfp(R),'s colleagues at The Financial Consulate, Inc include Andrew Tignanelli, Bob Boehner, Bob Boehner, Chuck Bender, and Jefferson Will.

How can I contact Michael Mccarthy, Cpa-Pfs, Cfp(R),?

You can use AeroLeads to view verified contact signals for Michael Mccarthy, Cpa-Pfs, Cfp(R), at The Financial Consulate, Inc, including work email, phone, and LinkedIn data when available.

What schools did Michael Mccarthy, Cpa-Pfs, Cfp(R), attend?

Michael Mccarthy, Cpa-Pfs, Cfp(R), studied at Charles Schwab Executive Leadership Program.

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