"My professional goal is to provide quality, consistent, and objective
financial planning services for individuals and families to help them realize
their financial dreams."
John T. McCarthy III, CFP®, ChFC
Mr. McCarthy is the founding principal of John T. McCarthy, LLC, a
private professional financial planning firm he formed in 1992. For over 25 years,
Mr. McCarthy has been counseling individuals and their families
on an objective fee-only basis to help them reach their financial goals.
The firm provides comprehensive financial planning services including
cash flow management, investment management, tax planning,
insurance planning, disability planning, education planning, retirement
planning, and estate planning.
His mentor is John E. Sestina, CFP®, ChFC, nationally recognized as the
Father of Fee-Only Financial Planning.
Education and Credentials
CERTIFIED FINANCIAL PLANNER TM (CFP)
College of Financial Planning in Denver, Colorado
Chartered Financial Consultant (ChFC)
American College in Bryn Mawr, Pennsylvania
Master of Business Administration (MBA) - With Distinction
Capital University in Columbus, Ohio
Bachelor of Science Finance and Economics
Bachelor of Science Business Administration (Management)
Minors: Accounting, Marketing, and Industrial Relations
Lake Superior State University in Michigan
John T McCarthy, LLC is a federally registered investment advisor for the United States. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transaction in securities or rendering of personalized investment advice for compensation will not be made without registration or exemption.
John T McCarthy, LLC